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
$148B
AUM Growth
+$8.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,939
New
Increased
Reduced
Closed

Top Buys

1 +$485M
2 +$482M
3 +$390M
4
MA icon
Mastercard
MA
+$270M
5
CMCSA icon
Comcast
CMCSA
+$259M

Top Sells

1 +$225M
2 +$190M
3 +$179M
4
RHT
Red Hat Inc
RHT
+$166M
5
APC
Anadarko Petroleum
APC
+$108M

Sector Composition

1 Technology 18.8%
2 Financials 14.07%
3 Healthcare 13.13%
4 Consumer Discretionary 12.1%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$891K ﹤0.01%
73,076
+16,566
1977
$886K ﹤0.01%
97,804
+22,652
1978
$884K ﹤0.01%
36,820
+9,002
1979
$881K ﹤0.01%
28,617
+14,717
1980
$880K ﹤0.01%
12,866
+3,694
1981
$878K ﹤0.01%
23,415
+1,898
1982
$877K ﹤0.01%
41,887
+843
1983
$869K ﹤0.01%
15,833
+9,198
1984
$868K ﹤0.01%
652,294
-65,127
1985
$866K ﹤0.01%
419,155
+37,081
1986
$858K ﹤0.01%
21,427
-2,366
1987
$851K ﹤0.01%
+57,903
1988
$848K ﹤0.01%
80,453
+21,414
1989
$847K ﹤0.01%
20,887
-908
1990
$845K ﹤0.01%
13,313
+832
1991
$841K ﹤0.01%
33,735
+2,853
1992
$838K ﹤0.01%
63,954
+3,458
1993
$837K ﹤0.01%
100,789
+6,390
1994
$835K ﹤0.01%
32,392
-4,100
1995
$834K ﹤0.01%
33,008
+8,193
1996
$833K ﹤0.01%
15,758
+6,567
1997
$831K ﹤0.01%
22,015
+3,171
1998
$828K ﹤0.01%
69,826
+1,830
1999
$827K ﹤0.01%
28,303
+9,684
2000
$822K ﹤0.01%
6,199
-45