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
$99B
AUM Growth
+$5.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,663
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$220M
3 +$200M
4
BWA icon
BorgWarner
BWA
+$127M
5
HAL icon
Halliburton
HAL
+$122M

Top Sells

1 +$246M
2 +$226M
3 +$140M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$118M
5
FCX icon
Freeport-McMoran
FCX
+$112M

Sector Composition

1 Healthcare 14.05%
2 Technology 14.02%
3 Financials 13.95%
4 Industrials 9.06%
5 Energy 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$390K ﹤0.01%
15,000
+1,400
1977
$390K ﹤0.01%
21,198
1978
$390K ﹤0.01%
14,499
1979
$390K ﹤0.01%
24,398
+1,700
1980
$390K ﹤0.01%
103,895
+35,100
1981
$389K ﹤0.01%
8,699
+800
1982
$387K ﹤0.01%
22,497
1983
$387K ﹤0.01%
9,999
1984
$387K ﹤0.01%
2,530
+875
1985
$387K ﹤0.01%
19,659
+860
1986
$386K ﹤0.01%
27,198
1987
$385K ﹤0.01%
8,999
1988
$384K ﹤0.01%
6,499
1989
$384K ﹤0.01%
6,700
+1,900
1990
$384K ﹤0.01%
89,590
1991
$384K ﹤0.01%
26,897
1992
$383K ﹤0.01%
7,200
+600
1993
$383K ﹤0.01%
31,922
1994
$382K ﹤0.01%
7,238
1995
$382K ﹤0.01%
15,199
1996
$382K ﹤0.01%
30,397
1997
$381K ﹤0.01%
18,598
1998
$380K ﹤0.01%
11,898
1999
$379K ﹤0.01%
41,095
2000
$379K ﹤0.01%
21,598
+2,100