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
$254B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,652
New
Increased
Reduced
Closed

Top Buys

1 +$583M
2 +$476M
3 +$320M
4
AMZN icon
Amazon
AMZN
+$309M
5
PG icon
Procter & Gamble
PG
+$296M

Top Sells

1 +$510M
2 +$430M
3 +$333M
4
INTC icon
Intel
INTC
+$281M
5
SPLK
Splunk Inc
SPLK
+$172M

Sector Composition

1 Technology 31.23%
2 Healthcare 12.65%
3 Consumer Discretionary 11.43%
4 Financials 11.23%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$980K ﹤0.01%
29,132
-329
1977
$979K ﹤0.01%
59,394
1978
$978K ﹤0.01%
30,214
1979
$977K ﹤0.01%
36,251
+8,510
1980
$976K ﹤0.01%
104,916
+7,566
1981
$976K ﹤0.01%
114,632
-736
1982
$975K ﹤0.01%
78,163
-906
1983
$975K ﹤0.01%
64,924
+809
1984
$973K ﹤0.01%
32,106
-250
1985
$969K ﹤0.01%
152,623
1986
$968K ﹤0.01%
42,238
1987
$968K ﹤0.01%
420,703
+48,871
1988
$965K ﹤0.01%
44,656
+3,513
1989
$965K ﹤0.01%
32,876
1990
$962K ﹤0.01%
140,172
1991
$960K ﹤0.01%
218,146
-554
1992
$960K ﹤0.01%
11,113
1993
$958K ﹤0.01%
114,572
1994
$957K ﹤0.01%
63,176
-185,938
1995
$948K ﹤0.01%
27,692
-306
1996
$948K ﹤0.01%
36,119
+2,963
1997
$947K ﹤0.01%
26,649
1998
$946K ﹤0.01%
15,714
1999
$946K ﹤0.01%
30,729
2000
$946K ﹤0.01%
215,447