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
$178B
AUM Growth
-$12.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,816
New
Increased
Reduced
Closed

Top Buys

1 +$412M
2 +$324M
3 +$310M
4
COP icon
ConocoPhillips
COP
+$262M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$237M

Top Sells

1 +$1.78B
2 +$326M
3 +$258M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$206M
5
UNH icon
UnitedHealth
UNH
+$198M

Sector Composition

1 Technology 25.86%
2 Healthcare 14.95%
3 Financials 12.09%
4 Consumer Discretionary 10.74%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$866K ﹤0.01%
95,142
+1,335
2002
$865K ﹤0.01%
50,451
+3,607
2003
$865K ﹤0.01%
13,660
-708
2004
$865K ﹤0.01%
47,876
+6,611
2005
$864K ﹤0.01%
107,518
+5,310
2006
$863K ﹤0.01%
50,686
-1,593
2007
$862K ﹤0.01%
58,593
2008
$862K ﹤0.01%
64,534
-605
2009
$861K ﹤0.01%
81,061
-3,698
2010
$855K ﹤0.01%
46,685
-2,636
2011
$852K ﹤0.01%
18,324
-1,018
2012
$850K ﹤0.01%
30,242
+803
2013
$849K ﹤0.01%
41,026
+7,669
2014
$848K ﹤0.01%
22,859
-1,613
2015
$846K ﹤0.01%
28,400
+3,354
2016
$846K ﹤0.01%
38,967
+3,659
2017
$845K ﹤0.01%
7,337
+1,265
2018
$842K ﹤0.01%
59,613
+3,349
2019
$839K ﹤0.01%
22,671
+9,142
2020
$838K ﹤0.01%
141,579
-5,474
2021
$838K ﹤0.01%
24,609
-9,263
2022
$838K ﹤0.01%
41,165
-4,817
2023
$837K ﹤0.01%
103,757
+32,645
2024
$837K ﹤0.01%
216,847
-15,507
2025
$833K ﹤0.01%
16,726
-3,873