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
$116B
AUM Growth
-$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,906
New
Increased
Reduced
Closed

Top Buys

1 +$284M
2 +$218M
3 +$146M
4
JNJ icon
Johnson & Johnson
JNJ
+$142M
5
PYPL icon
PayPal
PYPL
+$137M

Top Sells

1 +$339M
2 +$244M
3 +$218M
4
ADBE icon
Adobe
ADBE
+$165M
5
META icon
Meta Platforms (Facebook)
META
+$165M

Sector Composition

1 Technology 17.48%
2 Healthcare 14.9%
3 Financials 14.08%
4 Consumer Discretionary 11.32%
5 Communication Services 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$455K ﹤0.01%
19,750
-73,550
2002
$455K ﹤0.01%
59,266
-13,592
2003
$453K ﹤0.01%
26,067
+2,857
2004
$451K ﹤0.01%
6,751
+2,251
2005
$451K ﹤0.01%
73,856
-326
2006
$449K ﹤0.01%
37,744
2007
$447K ﹤0.01%
8,399
2008
$447K ﹤0.01%
4,373
2009
$446K ﹤0.01%
13,407
-14,004
2010
$444K ﹤0.01%
38,032
2011
$443K ﹤0.01%
8,832
-1,763
2012
$442K ﹤0.01%
13,751
+2,958
2013
$441K ﹤0.01%
20,226
-3,814
2014
$440K ﹤0.01%
16,900
2015
$438K ﹤0.01%
7,674
+58
2016
$438K ﹤0.01%
27,613
+980
2017
$437K ﹤0.01%
27,161
+12,361
2018
$431K ﹤0.01%
3,885
-3,712
2019
$430K ﹤0.01%
14,900
2020
$429K ﹤0.01%
9,612
+4,129
2021
$428K ﹤0.01%
95,859
+4,370
2022
$428K ﹤0.01%
105,841
+10,081
2023
$427K ﹤0.01%
20,034
-459
2024
$426K ﹤0.01%
32,320
+14,623
2025
$424K ﹤0.01%
4,136