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
$105B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,698
New
Increased
Reduced
Closed

Top Buys

1 +$294M
2 +$203M
3 +$202M
4
MSFT icon
Microsoft
MSFT
+$144M
5
YELP icon
Yelp
YELP
+$135M

Top Sells

1 +$286M
2 +$234M
3 +$200M
4
AGN
Allergan Inc
AGN
+$197M
5
CCI icon
Crown Castle
CCI
+$168M

Sector Composition

1 Healthcare 15.34%
2 Technology 14.8%
3 Financials 14.56%
4 Consumer Discretionary 9.63%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$404K ﹤0.01%
22,198
2002
$401K ﹤0.01%
5,400
2003
$400K ﹤0.01%
10,300
-6,000
2004
$399K ﹤0.01%
95
2005
$399K ﹤0.01%
25,197
2006
$397K ﹤0.01%
16,100
+7,000
2007
$396K ﹤0.01%
11,399
+1,200
2008
$396K ﹤0.01%
+14,200
2009
$396K ﹤0.01%
103,895
2010
$395K ﹤0.01%
10,700
+1,200
2011
$395K ﹤0.01%
23,698
+2,500
2012
$394K ﹤0.01%
77,229
+8,700
2013
$394K ﹤0.01%
22,700
2014
$394K ﹤0.01%
27,500
+15,600
2015
$394K ﹤0.01%
20,692
2016
$392K ﹤0.01%
7,033
2017
$390K ﹤0.01%
21,289
2018
$389K ﹤0.01%
12,624
+1,375
2019
$388K ﹤0.01%
4,900
2020
$388K ﹤0.01%
7,599
+800
2021
$388K ﹤0.01%
10,479
2022
$388K ﹤0.01%
65,035
-140,891
2023
$387K ﹤0.01%
76,395
+10,700
2024
$385K ﹤0.01%
19,698
2025
$384K ﹤0.01%
37,932
+17,100