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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$264K ﹤0.01%
+17,299
2027
$263K ﹤0.01%
+3,800
2028
$263K ﹤0.01%
+61,496
2029
$263K ﹤0.01%
+16,499
2030
$262K ﹤0.01%
+4,200
2031
$262K ﹤0.01%
+31,596
2032
$262K ﹤0.01%
+18,398
2033
$261K ﹤0.01%
+22,800
2034
$261K ﹤0.01%
+40,096
2035
$260K ﹤0.01%
+5,500
2036
$260K ﹤0.01%
+9,499
2037
$260K ﹤0.01%
+44,497
2038
$259K ﹤0.01%
+8,999
2039
$259K ﹤0.01%
+33,397
2040
$259K ﹤0.01%
+18,098
2041
$259K ﹤0.01%
+18,198
2042
$259K ﹤0.01%
+14,098
2043
$258K ﹤0.01%
+15,893
2044
$258K ﹤0.01%
+9,549
2045
$258K ﹤0.01%
+22,198
2046
$257K ﹤0.01%
+12,200
2047
$257K ﹤0.01%
+10,499
2048
$257K ﹤0.01%
+8,099
2049
$257K ﹤0.01%
+5,703
2050
$257K ﹤0.01%
+22,198