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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

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
1952
$991K ﹤0.01%
56,893
1953
$989K ﹤0.01%
343,491
1954
$989K ﹤0.01%
223,344
1955
$987K ﹤0.01%
23,325
1956
$983K ﹤0.01%
193,555
1957
$980K ﹤0.01%
303,394
1958
$978K ﹤0.01%
103,867
1959
$967K ﹤0.01%
76,217
1960
$964K ﹤0.01%
110,558
1961
$960K ﹤0.01%
46,502
1962
$960K ﹤0.01%
37,411
1963
$959K ﹤0.01%
47,609
1964
$956K ﹤0.01%
140,031
1965
$953K ﹤0.01%
44,547
1966
$953K ﹤0.01%
16,408
1967
$951K ﹤0.01%
36,343
1968
$951K ﹤0.01%
25,758
1969
$951K ﹤0.01%
44,359
1970
$950K ﹤0.01%
27,166
1971
$948K ﹤0.01%
34,581
1972
$947K ﹤0.01%
112,528
1973
$947K ﹤0.01%
41,910
1974
$947K ﹤0.01%
70,230
1975
$945K ﹤0.01%
49,680