UBS AM

UBS AM Portfolio holdings

AUM $461B
1-Year Est. Return 27.37%
 

UBS Asset Management (UBS AM), a division of UBS Group AG with origins tied to the bank’s founding in 1862, is headquartered in Zurich, Switzerland, and manages hundreds of billions in assets for institutional, intermediary, and wealth management clients globally. Specializing in a broad range of investment strategies—including equities, fixed income, multi-asset, alternatives, and sustainable investing—UBS AM leverages the firm’s extensive research capabilities and global network to deliver tailored solutions. Known for its focus on risk management and innovation, it offers products like ETFs, index funds, and private market investments, catering to diverse needs from pension funds to high-net-worth individuals. As part of UBS’s broader ecosystem, UBS AM combines Swiss precision with a commitment to ESG principles, solidifying its position as a leader in the asset management industry.

This Quarter Est. Return
1 Year Est. Return
+27.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206B
AUM Growth
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,771
New
Increased
Reduced
Closed

Top Buys

1 +$940M
2 +$911M
3 +$800M
4
PDD icon
Pinduoduo
PDD
+$336M
5
AMD icon
Advanced Micro Devices
AMD
+$289M

Top Sells

1 +$485M
2 +$301M
3 +$236M
4
VMW
VMware, Inc
VMW
+$205M
5
TSM icon
TSMC
TSM
+$143M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$991K ﹤0.01%
22,767
+1,453
1952
$991K ﹤0.01%
56,893
-13,317
1953
$989K ﹤0.01%
343,491
+52,135
1954
$989K ﹤0.01%
223,344
-3,520
1955
$987K ﹤0.01%
23,325
+2,307
1956
$983K ﹤0.01%
193,555
+23,922
1957
$980K ﹤0.01%
303,394
-20,936
1958
$978K ﹤0.01%
103,867
+15,559
1959
$967K ﹤0.01%
76,217
1960
$964K ﹤0.01%
110,558
-1,837
1961
$960K ﹤0.01%
46,502
+3,393
1962
$960K ﹤0.01%
37,411
+4,474
1963
$959K ﹤0.01%
47,609
+12,835
1964
$956K ﹤0.01%
140,031
+9,245
1965
$953K ﹤0.01%
44,547
+2,876
1966
$953K ﹤0.01%
16,408
+1,282
1967
$951K ﹤0.01%
+36,343
1968
$951K ﹤0.01%
25,758
+1,854
1969
$951K ﹤0.01%
44,359
+10,704
1970
$950K ﹤0.01%
27,166
+3,738
1971
$948K ﹤0.01%
34,581
-5,415
1972
$947K ﹤0.01%
112,528
+7,874
1973
$947K ﹤0.01%
41,910
-18,487
1974
$947K ﹤0.01%
70,230
+4,038
1975
$945K ﹤0.01%
+49,680