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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

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
2002
$868K ﹤0.01%
10,851
2003
$866K ﹤0.01%
19,022
2004
$865K ﹤0.01%
32,100
2005
$864K ﹤0.01%
56,306
2006
$864K ﹤0.01%
97,134
2007
$863K ﹤0.01%
19,691
2008
$863K ﹤0.01%
34,615
2009
$862K ﹤0.01%
54,139
2010
$861K ﹤0.01%
122,965
2011
$855K ﹤0.01%
337,955
2012
$855K ﹤0.01%
178,469
2013
$855K ﹤0.01%
14,331
2014
$853K ﹤0.01%
219,277
2015
$851K ﹤0.01%
173,609
2016
$847K ﹤0.01%
15,807
2017
$847K ﹤0.01%
19,910
2018
$845K ﹤0.01%
14,812
2019
$841K ﹤0.01%
22,367
2020
$841K ﹤0.01%
7,173
2021
$840K ﹤0.01%
74,680
2022
$837K ﹤0.01%
40,612
2023
$834K ﹤0.01%
48,381
2024
$831K ﹤0.01%
16,390
2025
$831K ﹤0.01%
96,924