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
$206B
AUM Growth
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,771
New
Increased
Reduced
Closed

Top Buys

1 +$940M
2 +$911M
3 +$800M
4
PDD icon
Pinduoduo
PDD
+$336M
5
AMD icon
Advanced Micro Devices
AMD
+$289M

Top Sells

1 +$485M
2 +$301M
3 +$236M
4
VMW
VMware, Inc
VMW
+$205M
5
TSM icon
TSMC
TSM
+$143M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$869K ﹤0.01%
26,226
+2,328
2002
$868K ﹤0.01%
10,851
-4,846
2003
$866K ﹤0.01%
19,022
+1,189
2004
$865K ﹤0.01%
32,100
2005
$864K ﹤0.01%
56,306
-3,871
2006
$864K ﹤0.01%
97,134
-1,167
2007
$863K ﹤0.01%
19,691
+6,838
2008
$863K ﹤0.01%
34,615
+3,909
2009
$862K ﹤0.01%
54,139
-925
2010
$861K ﹤0.01%
122,965
+19,208
2011
$855K ﹤0.01%
337,955
+41,385
2012
$855K ﹤0.01%
+178,469
2013
$855K ﹤0.01%
+14,331
2014
$853K ﹤0.01%
219,277
-1,373
2015
$851K ﹤0.01%
173,609
-67,219
2016
$847K ﹤0.01%
+15,807
2017
$847K ﹤0.01%
19,910
-5,622
2018
$845K ﹤0.01%
14,812
2019
$841K ﹤0.01%
+22,367
2020
$841K ﹤0.01%
+7,173
2021
$840K ﹤0.01%
74,680
+9,690
2022
$837K ﹤0.01%
40,612
+3,923
2023
$834K ﹤0.01%
48,381
+8,343
2024
$831K ﹤0.01%
16,390
+1,087
2025
$831K ﹤0.01%
+96,924