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
$206B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$944K ﹤0.01%
12,342
1977
$944K ﹤0.01%
55,032
1978
$943K ﹤0.01%
85,210
1979
$942K ﹤0.01%
72,692
1980
$940K ﹤0.01%
47,715
1981
$935K ﹤0.01%
3,443
1982
$933K ﹤0.01%
47,948
1983
$929K ﹤0.01%
57,255
1984
$922K ﹤0.01%
133,084
1985
$920K ﹤0.01%
42,069
1986
$919K ﹤0.01%
21,002
1987
$912K ﹤0.01%
135,560
1988
$912K ﹤0.01%
18,204
1989
$912K ﹤0.01%
31,147
1990
$911K ﹤0.01%
49,448
1991
$904K ﹤0.01%
111,173
1992
$902K ﹤0.01%
9,241
1993
$902K ﹤0.01%
30,756
1994
$894K ﹤0.01%
33,619
1995
$889K ﹤0.01%
103,568
1996
$888K ﹤0.01%
32,345
1997
$887K ﹤0.01%
29,155
1998
$876K ﹤0.01%
38,522
1999
$876K ﹤0.01%
38,322
2000
$870K ﹤0.01%
26,558