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
$101B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,630
New
Increased
Reduced
Closed

Top Buys

1 +$210M
2 +$147M
3 +$140M
4
BABA icon
Alibaba
BABA
+$135M
5
C icon
Citigroup
C
+$131M

Top Sells

1 +$287M
2 +$188M
3 +$171M
4
MNST icon
Monster Beverage
MNST
+$167M
5
MA icon
Mastercard
MA
+$124M

Sector Composition

1 Healthcare 14.83%
2 Technology 14.54%
3 Financials 14.28%
4 Consumer Discretionary 9%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$348K ﹤0.01%
6,999
2002
$348K ﹤0.01%
11,799
2003
$348K ﹤0.01%
9,799
2004
$347K ﹤0.01%
22,498
+800
2005
$347K ﹤0.01%
14,499
2006
$347K ﹤0.01%
17,900
2007
$346K ﹤0.01%
28,698
2008
$346K ﹤0.01%
53,447
+185
2009
$345K ﹤0.01%
+9,999
2010
$345K ﹤0.01%
41,095
2011
$345K ﹤0.01%
9,599
2012
$345K ﹤0.01%
25,297
2013
$345K ﹤0.01%
23,173
2014
$344K ﹤0.01%
4,800
2015
$344K ﹤0.01%
2,420
2016
$343K ﹤0.01%
2,220
2017
$343K ﹤0.01%
19,798
2018
$341K ﹤0.01%
7,999
2019
$340K ﹤0.01%
68,529
+6,400
2020
$340K ﹤0.01%
21,289
2021
$340K ﹤0.01%
7,500
2022
$340K ﹤0.01%
2,760
+230
2023
$340K ﹤0.01%
103,895
2024
$339K ﹤0.01%
9,100
2025
$339K ﹤0.01%
4,915