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
$226B
AUM Growth
+$12.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,664
New
Increased
Reduced
Closed

Top Buys

1 +$792M
2 +$300M
3 +$281M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$260M
5
NVDA icon
NVIDIA
NVDA
+$258M

Top Sells

1 +$329M
2 +$321M
3 +$294M
4
CHTR icon
Charter Communications
CHTR
+$226M
5
KO icon
Coca-Cola
KO
+$216M

Sector Composition

1 Technology 25.36%
2 Consumer Discretionary 13.14%
3 Financials 12.19%
4 Healthcare 12.04%
5 Communication Services 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$1.06M ﹤0.01%
50,840
+10,822
2002
$1.06M ﹤0.01%
45,824
2003
$1.06M ﹤0.01%
72,448
2004
$1.05M ﹤0.01%
32,490
+541
2005
$1.05M ﹤0.01%
32,960
2006
$1.05M ﹤0.01%
57,700
+5,200
2007
$1.04M ﹤0.01%
15,162
+299
2008
$1.04M ﹤0.01%
39,918
2009
$1.04M ﹤0.01%
13,295
2010
$1.04M ﹤0.01%
25,323
2011
$1.04M ﹤0.01%
30,339
-243
2012
$1.04M ﹤0.01%
15,630
2013
$1.03M ﹤0.01%
17,511
-16,804
2014
$1.03M ﹤0.01%
12,770
2015
$1.03M ﹤0.01%
140,913
+53,470
2016
$1.03M ﹤0.01%
171,114
-14,043
2017
$1.03M ﹤0.01%
3,443
-5,149
2018
$1.03M ﹤0.01%
19,454
+681
2019
$1.03M ﹤0.01%
28,500
+2,400
2020
$1.02M ﹤0.01%
62,448
+12,311
2021
$1.02M ﹤0.01%
10,215
2022
$1.02M ﹤0.01%
60,985
2023
$1.02M ﹤0.01%
22,300
-2,529
2024
$1.02M ﹤0.01%
21,800
2025
$1.02M ﹤0.01%
17,514
-2,226