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
$148B
AUM Growth
+$8.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,939
New
Increased
Reduced
Closed

Top Buys

1 +$485M
2 +$482M
3 +$390M
4
MA icon
Mastercard
MA
+$270M
5
CMCSA icon
Comcast
CMCSA
+$259M

Top Sells

1 +$225M
2 +$190M
3 +$179M
4
RHT
Red Hat Inc
RHT
+$166M
5
APC
Anadarko Petroleum
APC
+$108M

Sector Composition

1 Technology 18.8%
2 Financials 14.07%
3 Healthcare 13.13%
4 Consumer Discretionary 12.1%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$821K ﹤0.01%
10,085
2002
$818K ﹤0.01%
150,172
+42,499
2003
$818K ﹤0.01%
24,537
+5,341
2004
$817K ﹤0.01%
5,216
-176
2005
$815K ﹤0.01%
33,600
+7,400
2006
$815K ﹤0.01%
41,539
+13,649
2007
$813K ﹤0.01%
52,197
+21,868
2008
$811K ﹤0.01%
87,677
+787
2009
$811K ﹤0.01%
53,868
+4,900
2010
$808K ﹤0.01%
50,244
+7,824
2011
$808K ﹤0.01%
16,647
+2,723
2012
$807K ﹤0.01%
19,180
+3,155
2013
$807K ﹤0.01%
44,404
+11,653
2014
$805K ﹤0.01%
29,501
+2,514
2015
$804K ﹤0.01%
21,735
+9,329
2016
$803K ﹤0.01%
5,582
-216
2017
$802K ﹤0.01%
49,948
+9,732
2018
$801K ﹤0.01%
51,889
+9,085
2019
$799K ﹤0.01%
93,029
+12,078
2020
$797K ﹤0.01%
22,137
-515
2021
$794K ﹤0.01%
44,875
+9,646
2022
$791K ﹤0.01%
38,406
+14,024
2023
$790K ﹤0.01%
20,754
+1,898
2024
$789K ﹤0.01%
40,993
+13,933
2025
$789K ﹤0.01%
621,027
+65,333