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
$127B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$316M
3 +$310M
4
CRM icon
Salesforce
CRM
+$251M
5
AAPL icon
Apple
AAPL
+$228M

Sector Composition

1 Technology 16.97%
2 Financials 15.78%
3 Healthcare 12.11%
4 Consumer Discretionary 11.64%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$527K ﹤0.01%
33,792
1977
$527K ﹤0.01%
18,525
+7,076
1978
$526K ﹤0.01%
12,940
+1,321
1979
$525K ﹤0.01%
29,661
+11,362
1980
$523K ﹤0.01%
18,386
1981
$520K ﹤0.01%
25,504
1982
$517K ﹤0.01%
30,632
+3,598
1983
$517K ﹤0.01%
7,331
1984
$515K ﹤0.01%
20,420
+8,802
1985
$512K ﹤0.01%
30,938
-3,396
1986
$508K ﹤0.01%
+14,663
1987
$506K ﹤0.01%
30,569
+3,924
1988
$500K ﹤0.01%
63,095
+39,289
1989
$498K ﹤0.01%
40,000
1990
$498K ﹤0.01%
4,802
1991
$498K ﹤0.01%
5,702
+3,003
1992
$497K ﹤0.01%
4,559
+2,808
1993
$496K ﹤0.01%
15,328
+7,629
1994
$495K ﹤0.01%
5,194
+456
1995
$495K ﹤0.01%
18,493
+10,393
1996
$494K ﹤0.01%
21,138
1997
$493K ﹤0.01%
21,499
+13,300
1998
$493K ﹤0.01%
4,480
-40
1999
$492K ﹤0.01%
12,292
-138
2000
$492K ﹤0.01%
51,974
+6,567