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
$429B
AUM Growth
+$39.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,857
New
Increased
Reduced
Closed

Top Buys

1 +$3.29B
2 +$2.75B
3 +$2.26B
4
AMZN icon
Amazon
AMZN
+$1.79B
5
UNH icon
UnitedHealth
UNH
+$1.16B

Top Sells

1 +$1.19B
2 +$415M
3 +$288M
4
HDB icon
HDFC Bank
HDB
+$211M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$202M

Sector Composition

1 Technology 34.76%
2 Financials 12.98%
3 Consumer Discretionary 11.47%
4 Healthcare 10.94%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$2.2M ﹤0.01%
47,658
+6,307
1977
$2.19M ﹤0.01%
104,994
+10,817
1978
$2.19M ﹤0.01%
72,410
+3,772
1979
$2.19M ﹤0.01%
91,898
+16,057
1980
$2.18M ﹤0.01%
30,424
+4,004
1981
$2.17M ﹤0.01%
545,441
+173,849
1982
$2.17M ﹤0.01%
57,245
+16,579
1983
$2.16M ﹤0.01%
268,684
+44,359
1984
$2.16M ﹤0.01%
25,417
+12,814
1985
$2.16M ﹤0.01%
64,219
+3,963
1986
$2.16M ﹤0.01%
45,469
+6,936
1987
$2.16M ﹤0.01%
91,012
1988
$2.15M ﹤0.01%
89,032
+28,701
1989
$2.15M ﹤0.01%
171,037
-3,399
1990
$2.14M ﹤0.01%
62,331
+678
1991
$2.14M ﹤0.01%
69,761
+20,071
1992
$2.14M ﹤0.01%
77,422
+9,309
1993
$2.14M ﹤0.01%
44,797
+13,175
1994
$2.14M ﹤0.01%
101,594
+21,143
1995
$2.14M ﹤0.01%
334,042
+49,094
1996
$2.14M ﹤0.01%
228,835
+32,710
1997
$2.13M ﹤0.01%
148,228
+55,975
1998
$2.12M ﹤0.01%
184,485
+21,461
1999
$2.12M ﹤0.01%
198,123
-29,268
2000
$2.12M ﹤0.01%
250,633
+41,919