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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$272K ﹤0.01%
+10,379
2002
$272K ﹤0.01%
+16,098
2003
$271K ﹤0.01%
+47,197
2004
$271K ﹤0.01%
+31,000
2005
$271K ﹤0.01%
+8,344
2006
$271K ﹤0.01%
+43,696
2007
$270K ﹤0.01%
+22,298
2008
$269K ﹤0.01%
+11,200
2009
$269K ﹤0.01%
+35,119
2010
$269K ﹤0.01%
+710
2011
$269K ﹤0.01%
+387
2012
$268K ﹤0.01%
+7,299
2013
$268K ﹤0.01%
+18,898
2014
$268K ﹤0.01%
+30,400
2015
$267K ﹤0.01%
+10,289
2016
$267K ﹤0.01%
+24,298
2017
$266K ﹤0.01%
+665
2018
$265K ﹤0.01%
+15,199
2019
$265K ﹤0.01%
+19,698
2020
$265K ﹤0.01%
+32,998
2021
$265K ﹤0.01%
+27,197
2022
$265K ﹤0.01%
+15,199
2023
$265K ﹤0.01%
+1,357
2024
$265K ﹤0.01%
+7,699
2025
$264K ﹤0.01%
+17,398