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
$254B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,652
New
Increased
Reduced
Closed

Top Buys

1 +$583M
2 +$476M
3 +$320M
4
AMZN icon
Amazon
AMZN
+$309M
5
PG icon
Procter & Gamble
PG
+$296M

Top Sells

1 +$510M
2 +$430M
3 +$333M
4
INTC icon
Intel
INTC
+$281M
5
SPLK
Splunk Inc
SPLK
+$172M

Sector Composition

1 Technology 31.23%
2 Healthcare 12.65%
3 Consumer Discretionary 11.43%
4 Financials 11.23%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$1.04M ﹤0.01%
12,781
-9
1952
$1.04M ﹤0.01%
46,280
1953
$1.04M ﹤0.01%
18,204
1954
$1.04M ﹤0.01%
218,523
+4,221
1955
$1.04M ﹤0.01%
86,298
+10,819
1956
$1.03M ﹤0.01%
54,381
+6,439
1957
$1.03M ﹤0.01%
140,976
+25,882
1958
$1.02M ﹤0.01%
12,225
+6,214
1959
$1.02M ﹤0.01%
42,971
+9,667
1960
$1.02M ﹤0.01%
32,138
+2,500
1961
$1.02M ﹤0.01%
125,792
1962
$1.02M ﹤0.01%
61,266
+3,406
1963
$1.01M ﹤0.01%
375,350
1964
$1M ﹤0.01%
10,176
1965
$1M ﹤0.01%
105,174
+32,333
1966
$1M ﹤0.01%
12,419
+2,037
1967
$997K ﹤0.01%
28,019
1968
$995K ﹤0.01%
52,455
1969
$995K ﹤0.01%
13,856
-2,414
1970
$994K ﹤0.01%
59,562
+6,741
1971
$989K ﹤0.01%
60,624
-579
1972
$986K ﹤0.01%
28,280
1973
$982K ﹤0.01%
62,086
-689
1974
$980K ﹤0.01%
32,452
1975
$980K ﹤0.01%
17,653
-5,876