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
$87.7B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.02B
3 +$198M
4
PRGO icon
Perrigo
PRGO
+$142M
5
COO icon
Cooper Companies
COO
+$138M

Top Sells

1 +$703M
2 +$227M
3 +$185M
4
XOM icon
Exxon Mobil
XOM
+$176M
5
LNKD
LinkedIn Corporation
LNKD
+$150M

Sector Composition

1 Healthcare 16.88%
2 Financials 14.42%
3 Technology 14.1%
4 Consumer Discretionary 10.24%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$511K ﹤0.01%
24,159
+1,069
1977
$509K ﹤0.01%
12,318
1978
$508K ﹤0.01%
17,099
1979
$507K ﹤0.01%
8,499
-400
1980
$507K ﹤0.01%
66,993
-16,092
1981
$506K ﹤0.01%
45,728
-1,600
1982
$506K ﹤0.01%
57,200
+4,700
1983
$505K ﹤0.01%
55,112
+22,414
1984
$505K ﹤0.01%
47,897
-14,252
1985
$505K ﹤0.01%
18,996
+5,254
1986
$504K ﹤0.01%
11,499
+400
1987
$504K ﹤0.01%
16,200
+800
1988
$504K ﹤0.01%
25,400
-1,300
1989
$504K ﹤0.01%
49,497
1990
$502K ﹤0.01%
87,470
+5,198
1991
$502K ﹤0.01%
+18,200
1992
$501K ﹤0.01%
23,798
1993
$498K ﹤0.01%
28,798
1994
$497K ﹤0.01%
8,999
1995
$497K ﹤0.01%
2,117
+122
1996
$494K ﹤0.01%
26,598
1997
$494K ﹤0.01%
39,696
1998
$493K ﹤0.01%
1,976
-4,099
1999
$493K ﹤0.01%
23,600
+2,300
2000
$492K ﹤0.01%
260,018
+26,700