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
$99B
AUM Growth
+$5.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,663
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$220M
3 +$200M
4
BWA icon
BorgWarner
BWA
+$127M
5
HAL icon
Halliburton
HAL
+$122M

Top Sells

1 +$246M
2 +$226M
3 +$140M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$118M
5
FCX icon
Freeport-McMoran
FCX
+$112M

Sector Composition

1 Healthcare 14.05%
2 Technology 14.02%
3 Financials 13.95%
4 Industrials 9.06%
5 Energy 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$359K ﹤0.01%
9,852
2027
$359K ﹤0.01%
12,399
2028
$357K ﹤0.01%
7,500
+750
2029
$357K ﹤0.01%
54,796
+16,000
2030
$357K ﹤0.01%
23,173
2031
$355K ﹤0.01%
1,868
2032
$355K ﹤0.01%
27,898
2033
$354K ﹤0.01%
24,373
-10,114
2034
$351K ﹤0.01%
11,249
2035
$351K ﹤0.01%
9,799
2036
$350K ﹤0.01%
13,399
2037
$350K ﹤0.01%
22,700
2038
$350K ﹤0.01%
11,799
2039
$348K ﹤0.01%
18,800
2040
$348K ﹤0.01%
+10,599
2041
$348K ﹤0.01%
15,199
2042
$347K ﹤0.01%
20,499
2043
$347K ﹤0.01%
5,700
2044
$347K ﹤0.01%
82,190
2045
$346K ﹤0.01%
20,998
+600
2046
$346K ﹤0.01%
11,899
+1,100
2047
$346K ﹤0.01%
10,899
2048
$346K ﹤0.01%
+38,900
2049
$343K ﹤0.01%
19,798
+1,900
2050
$342K ﹤0.01%
9,799