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
$92.9B
AUM Growth
+$4.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1 +$379M
2 +$293M
3 +$166M
4
VZ icon
Verizon
VZ
+$153M
5
FTV icon
Fortive
FTV
+$142M

Top Sells

1 +$192M
2 +$180M
3 +$165M
4
EMC
EMC CORPORATION
EMC
+$151M
5
AMGN icon
Amgen
AMGN
+$116M

Sector Composition

1 Healthcare 15.26%
2 Technology 15.17%
3 Financials 13.08%
4 Consumer Discretionary 10.57%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$436K ﹤0.01%
15,699
2002
$434K ﹤0.01%
+18,300
2003
$433K ﹤0.01%
3,846
2004
$433K ﹤0.01%
25,500
2005
$433K ﹤0.01%
12,942
2006
$432K ﹤0.01%
11,300
-19,454
2007
$432K ﹤0.01%
26,694
+11,600
2008
$430K ﹤0.01%
17,400
-100
2009
$430K ﹤0.01%
37,597
2010
$430K ﹤0.01%
17,700
2011
$429K ﹤0.01%
2,600
2012
$429K ﹤0.01%
4,119
+810
2013
$429K ﹤0.01%
22,198
2014
$428K ﹤0.01%
26,200
+8,900
2015
$428K ﹤0.01%
17,700
2016
$427K ﹤0.01%
15,962
2017
$427K ﹤0.01%
19,899
2018
$427K ﹤0.01%
27,400
2019
$426K ﹤0.01%
8,461
2020
$426K ﹤0.01%
10,247
+420
2021
$424K ﹤0.01%
15,098
2022
$423K ﹤0.01%
17,967
2023
$420K ﹤0.01%
6,200
2024
$419K ﹤0.01%
4,000
2025
$418K ﹤0.01%
11,086