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
$93.7B
AUM Growth
+$6.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,631
New
Increased
Reduced
Closed

Top Buys

1 +$268M
2 +$237M
3 +$184M
4
ALTR
Altera Corp
ALTR
+$159M
5
LYB icon
LyondellBasell Industries
LYB
+$159M

Top Sells

1 +$178M
2 +$176M
3 +$129M
4
UNP icon
Union Pacific
UNP
+$127M
5
RCL icon
Royal Caribbean
RCL
+$117M

Sector Composition

1 Financials 14.47%
2 Healthcare 14.45%
3 Technology 13.29%
4 Industrials 9.47%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$125M 0.13%
1,093,016
+216,701
177
$124M 0.13%
601,765
+35,696
178
$124M 0.13%
2,842,780
+312,136
179
$120M 0.13%
2,262,963
+185,182
180
$119M 0.13%
2,051,182
+240,736
181
$119M 0.13%
1,612,751
-1,136,819
182
$118M 0.13%
1,575,786
+104,008
183
$118M 0.13%
21,205,636
-1,972,012
184
$118M 0.13%
953,724
+77,013
185
$117M 0.13%
1,413,630
+185,175
186
$117M 0.13%
2,868,904
+261,089
187
$116M 0.12%
3,399,693
+283,930
188
$116M 0.12%
1,241,500
-123,000
189
$115M 0.12%
2,043,021
+96,815
190
$115M 0.12%
1,631,984
+134,735
191
$114M 0.12%
1,051,178
+70,698
192
$113M 0.12%
1,829,920
+91,373
193
$113M 0.12%
1,409,969
-295,754
194
$112M 0.12%
3,401,438
+284,140
195
$112M 0.12%
2,126,486
+237,018
196
$112M 0.12%
1,669,861
+83,359
197
$112M 0.12%
1,231,338
+74,266
198
$112M 0.12%
3,028,546
-91,352
199
$112M 0.12%
2,253,009
+109,957
200
$111M 0.12%
3,694,735
+2,512,485