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
$101B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,630
New
Increased
Reduced
Closed

Top Buys

1 +$210M
2 +$147M
3 +$140M
4
BABA icon
Alibaba
BABA
+$135M
5
C icon
Citigroup
C
+$131M

Top Sells

1 +$287M
2 +$188M
3 +$171M
4
MNST icon
Monster Beverage
MNST
+$167M
5
MA icon
Mastercard
MA
+$124M

Sector Composition

1 Healthcare 14.83%
2 Technology 14.54%
3 Financials 14.28%
4 Consumer Discretionary 9%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$339K ﹤0.01%
31,297
2027
$339K ﹤0.01%
45,697
2028
$338K ﹤0.01%
9,450
2029
$336K ﹤0.01%
8,100
+800
2030
$335K ﹤0.01%
37,797
2031
$335K ﹤0.01%
18,598
2032
$335K ﹤0.01%
12,899
2033
$334K ﹤0.01%
6,100
2034
$333K ﹤0.01%
3,580
2035
$333K ﹤0.01%
4,900
2036
$333K ﹤0.01%
20,499
2037
$332K ﹤0.01%
15,649
2038
$331K ﹤0.01%
10,199
2039
$331K ﹤0.01%
18,625
+4,604
2040
$331K ﹤0.01%
13,499
-8,000
2041
$331K ﹤0.01%
61,598
+19,400
2042
$331K ﹤0.01%
19,659
2043
$330K ﹤0.01%
9,500
2044
$330K ﹤0.01%
13,800
2045
$329K ﹤0.01%
40,558
-2,500
2046
$329K ﹤0.01%
31,097
2047
$327K ﹤0.01%
14,699
-7,400
2048
$325K ﹤0.01%
11,249
2049
$324K ﹤0.01%
7,299
2050
$323K ﹤0.01%
29,997
+2,900