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
$92.9B
AUM Growth
+$4.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1 +$379M
2 +$293M
3 +$166M
4
VZ icon
Verizon
VZ
+$153M
5
FTV icon
Fortive
FTV
+$142M

Top Sells

1 +$192M
2 +$180M
3 +$165M
4
EMC
EMC CORPORATION
EMC
+$151M
5
AMGN icon
Amgen
AMGN
+$116M

Sector Composition

1 Healthcare 15.26%
2 Technology 15.17%
3 Financials 13.08%
4 Consumer Discretionary 10.57%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$417K ﹤0.01%
99,800
+25,100
2027
$416K ﹤0.01%
20,999
-2,312
2028
$416K ﹤0.01%
82,382
+38,882
2029
$414K ﹤0.01%
11,692
+2,100
2030
$414K ﹤0.01%
55,571
2031
$413K ﹤0.01%
79,500
2032
$413K ﹤0.01%
9,752
2033
$413K ﹤0.01%
23,284
2034
$412K ﹤0.01%
20,179
2035
$411K ﹤0.01%
63,300
2036
$411K ﹤0.01%
27,098
2037
$410K ﹤0.01%
29,220
+1,100
2038
$408K ﹤0.01%
9,504
+1,980
2039
$408K ﹤0.01%
11,225
2040
$408K ﹤0.01%
16,656
2041
$407K ﹤0.01%
1,244
2042
$406K ﹤0.01%
47,300
2043
$406K ﹤0.01%
8,384
2044
$405K ﹤0.01%
22,700
2045
$403K ﹤0.01%
18,900
+3,200
2046
$403K ﹤0.01%
21,598
2047
$403K ﹤0.01%
37,000
2048
$402K ﹤0.01%
31,097
2049
$402K ﹤0.01%
14,243
2050
$402K ﹤0.01%
13,799
+2,100