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
$89.2B
AUM Growth
-$3.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,878
New
Increased
Reduced
Closed

Top Buys

1 +$190M
2 +$145M
3 +$137M
4
LYB icon
LyondellBasell Industries
LYB
+$135M
5
TT icon
Trane Technologies
TT
+$129M

Top Sells

1 +$253M
2 +$225M
3 +$196M
4
AGN
Allergan plc
AGN
+$169M
5
CVS icon
CVS Health
CVS
+$167M

Sector Composition

1 Financials 15.05%
2 Technology 14.96%
3 Healthcare 13.85%
4 Consumer Discretionary 9.89%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$229K ﹤0.01%
7,461
-5,430
1977
$229K ﹤0.01%
8,700
-7,000
1978
$229K ﹤0.01%
3,700
-4,900
1979
$227K ﹤0.01%
+4,103
1980
$227K ﹤0.01%
8,400
-5,400
1981
$227K ﹤0.01%
7,498
-6,300
1982
$227K ﹤0.01%
8,300
-12,772
1983
$227K ﹤0.01%
4,633
-7,400
1984
$227K ﹤0.01%
12,098
-19,300
1985
$226K ﹤0.01%
21,222
-11,874
1986
$224K ﹤0.01%
15,597
-24,000
1987
$224K ﹤0.01%
38,214
-35,500
1988
$224K ﹤0.01%
3,630
-6,969
1989
$224K ﹤0.01%
12,936
-6,763
1990
$224K ﹤0.01%
4,213
-6,600
1991
$224K ﹤0.01%
2,220
-1,899
1992
$223K ﹤0.01%
14,500
-11,700
1993
$223K ﹤0.01%
2,900
-6,835
1994
$223K ﹤0.01%
+7,901
1995
$223K ﹤0.01%
5,300
-5,600
1996
$222K ﹤0.01%
20,297
-27,800
1997
$222K ﹤0.01%
11,736
-15,664
1998
$221K ﹤0.01%
7,614
-9,183
1999
$220K ﹤0.01%
20,698
-6,300
2000
$219K ﹤0.01%
+6,300