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
$110B
AUM Growth
+$6.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,612
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$195M
3 +$145M
4
JPM icon
JPMorgan Chase
JPM
+$130M
5
BABA icon
Alibaba
BABA
+$123M

Sector Composition

1 Technology 15.97%
2 Financials 15.35%
3 Healthcare 13.71%
4 Consumer Discretionary 10.59%
5 Communication Services 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$138M 0.13%
1,635,477
+180,083
177
$137M 0.13%
1,273,541
+11,166
178
$137M 0.12%
3,422,583
+59,862
179
$136M 0.12%
1,689,316
+42,064
180
$136M 0.12%
918,325
-100,884
181
$134M 0.12%
1,340,326
+149,654
182
$133M 0.12%
2,986,845
+202,984
183
$133M 0.12%
3,054,606
-72,374
184
$133M 0.12%
4,946,013
+57,067
185
$131M 0.12%
3,493,809
-1,438,966
186
$131M 0.12%
19,120,100
+12,080,922
187
$131M 0.12%
634,829
-502,058
188
$130M 0.12%
2,322,258
-7,929
189
$130M 0.12%
1,434,097
-6,573
190
$129M 0.12%
1,664,730
-590,888
191
$129M 0.12%
1,836,079
+78,709
192
$128M 0.12%
3,154,572
-297,566
193
$128M 0.12%
1,698,589
+65,346
194
$128M 0.12%
3,333,200
-65,119
195
$128M 0.12%
286,059
-7,269
196
$128M 0.12%
1,478,958
+81,480
197
$128M 0.12%
2,130,898
-60,838
198
$127M 0.12%
1,635,678
-907,200
199
$127M 0.12%
1,919,525
+97,757
200
$126M 0.12%
1,005,911
+71,288