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
$127B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$316M
3 +$310M
4
CRM icon
Salesforce
CRM
+$251M
5
AAPL icon
Apple
AAPL
+$228M

Sector Composition

1 Technology 16.97%
2 Financials 15.78%
3 Healthcare 12.11%
4 Consumer Discretionary 11.64%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$491K ﹤0.01%
12,423
+1,553
2002
$490K ﹤0.01%
84,594
2003
$488K ﹤0.01%
12,600
+6,000
2004
$488K ﹤0.01%
25,373
+13,575
2005
$485K ﹤0.01%
11,285
+4,786
2006
$481K ﹤0.01%
24,679
+10,479
2007
$480K ﹤0.01%
27,601
+13,703
2008
$477K ﹤0.01%
38,284
+10,600
2009
$476K ﹤0.01%
28,329
+17,730
2010
$474K ﹤0.01%
20,775
+4,500
2011
$473K ﹤0.01%
34,656
+4,394
2012
$473K ﹤0.01%
54,801
+7,662
2013
$472K ﹤0.01%
86,104
+36,497
2014
$471K ﹤0.01%
22,960
+9,960
2015
$470K ﹤0.01%
121,881
+24,956
2016
$470K ﹤0.01%
53,223
+3,701
2017
$470K ﹤0.01%
+32,944
2018
$467K ﹤0.01%
10,782
+784
2019
$465K ﹤0.01%
7,703
+1,391
2020
$464K ﹤0.01%
35,705
+4,628
2021
$464K ﹤0.01%
13,337
+3,309
2022
$463K ﹤0.01%
18,255
+8,099
2023
$459K ﹤0.01%
16,088
+7,329
2024
$454K ﹤0.01%
8,518
-2,130
2025
$453K ﹤0.01%
49,340
+10,546