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
1976
$370K ﹤0.01%
5,583
1977
$368K ﹤0.01%
36,201
+10,301
1978
$367K ﹤0.01%
17,384
1979
$366K ﹤0.01%
41,359
+15,451
1980
$366K ﹤0.01%
2,706
+39
1981
$363K ﹤0.01%
9,128
-4
1982
$361K ﹤0.01%
17,561
1983
$359K ﹤0.01%
7,299
1984
$356K ﹤0.01%
87,390
1985
$354K ﹤0.01%
25,880
+13,490
1986
$353K ﹤0.01%
12,100
1987
$353K ﹤0.01%
41,471
1988
$352K ﹤0.01%
48,261
-2,095
1989
$349K ﹤0.01%
17,742
+2
1990
$346K ﹤0.01%
10,749
1991
$346K ﹤0.01%
7,900
1992
$345K ﹤0.01%
3,658
1993
$341K ﹤0.01%
51,022
-29,454
1994
$340K ﹤0.01%
14,998
1995
$340K ﹤0.01%
369
+118
1996
$340K ﹤0.01%
21,700
1997
$339K ﹤0.01%
10,400
1998
$339K ﹤0.01%
33,923
+13,047
1999
$339K ﹤0.01%
16,937
2000
$339K ﹤0.01%
8,299