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
$80.9B
AUM Growth
+$3.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,541
New
Increased
Reduced
Closed

Top Buys

1 +$162M
2 +$130M
3 +$100M
4
XOM icon
Exxon Mobil
XOM
+$93.7M
5
CHKP icon
Check Point Software Technologies
CHKP
+$91.8M

Top Sells

1 +$209M
2 +$177M
3 +$158M
4
QCOM icon
Qualcomm
QCOM
+$139M
5
GILD icon
Gilead Sciences
GILD
+$129M

Sector Composition

1 Financials 14.18%
2 Healthcare 14.04%
3 Technology 13.54%
4 Industrials 9.9%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$315K ﹤0.01%
3,900
+200
2002
$315K ﹤0.01%
22,448
2003
$315K ﹤0.01%
34,698
2004
$314K ﹤0.01%
31,596
2005
$312K ﹤0.01%
21,999
2006
$312K ﹤0.01%
13,783
2007
$312K ﹤0.01%
9,699
2008
$311K ﹤0.01%
+5,637
2009
$311K ﹤0.01%
20,298
2010
$311K ﹤0.01%
40,096
2011
$311K ﹤0.01%
7,399
2012
$310K ﹤0.01%
14,399
2013
$310K ﹤0.01%
18,838
2014
$310K ﹤0.01%
5,000
2015
$310K ﹤0.01%
8,199
2016
$309K ﹤0.01%
5,200
2017
$309K ﹤0.01%
43,597
2018
$309K ﹤0.01%
18,400
+1,500
2019
$308K ﹤0.01%
18,198
2020
$307K ﹤0.01%
11,699
-225,400
2021
$306K ﹤0.01%
21,300
2022
$306K ﹤0.01%
43,496
2023
$305K ﹤0.01%
15,798
2024
$305K ﹤0.01%
11,399
-12,500
2025
$305K ﹤0.01%
5,400