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
$116B
AUM Growth
-$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,906
New
Increased
Reduced
Closed

Top Buys

1 +$284M
2 +$218M
3 +$146M
4
JNJ icon
Johnson & Johnson
JNJ
+$142M
5
PYPL icon
PayPal
PYPL
+$137M

Top Sells

1 +$339M
2 +$244M
3 +$218M
4
ADBE icon
Adobe
ADBE
+$165M
5
META icon
Meta Platforms (Facebook)
META
+$165M

Sector Composition

1 Technology 17.48%
2 Healthcare 14.9%
3 Financials 14.08%
4 Consumer Discretionary 11.32%
5 Communication Services 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$477K ﹤0.01%
9,980
-864
1977
$475K ﹤0.01%
+15,847
1978
$472K ﹤0.01%
75,651
1979
$469K ﹤0.01%
40,771
1980
$468K ﹤0.01%
44,177
-6,153
1981
$467K ﹤0.01%
6,910
+49
1982
$467K ﹤0.01%
62,351
+22,986
1983
$466K ﹤0.01%
4,646
+243
1984
$464K ﹤0.01%
194,913
+4,181
1985
$464K ﹤0.01%
20,835
1986
$462K ﹤0.01%
46,850
1987
$462K ﹤0.01%
69,505
-17,063
1988
$461K ﹤0.01%
163,392
1989
$460K ﹤0.01%
41,703
-1,258
1990
$460K ﹤0.01%
47,269
-10,448
1991
$460K ﹤0.01%
14,470
-5,721
1992
$458K ﹤0.01%
1,620
-613
1993
$458K ﹤0.01%
19,828
-4,404
1994
$458K ﹤0.01%
45,497
1995
$458K ﹤0.01%
33,792
1996
$457K ﹤0.01%
+29,482
1997
$457K ﹤0.01%
7,599
-3,458
1998
$456K ﹤0.01%
93,736
1999
$456K ﹤0.01%
4,240
-118
2000
$456K ﹤0.01%
21,099
-9,008