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
$89.2B
AUM Growth
-$3.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,878
New
Increased
Reduced
Closed

Top Buys

1 +$190M
2 +$145M
3 +$137M
4
LYB icon
LyondellBasell Industries
LYB
+$135M
5
TT icon
Trane Technologies
TT
+$129M

Top Sells

1 +$253M
2 +$225M
3 +$196M
4
AGN
Allergan plc
AGN
+$169M
5
CVS icon
CVS Health
CVS
+$167M

Sector Composition

1 Financials 15.05%
2 Technology 14.96%
3 Healthcare 13.85%
4 Consumer Discretionary 9.89%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$208K ﹤0.01%
8,100
-10,800
2027
$208K ﹤0.01%
10,100
-18,000
2028
$207K ﹤0.01%
21,186
-32,330
2029
$207K ﹤0.01%
22,899
-26,600
2030
$207K ﹤0.01%
16,199
-22,800
2031
$206K ﹤0.01%
17,500
-30,200
2032
$206K ﹤0.01%
9,798
-18,100
2033
$206K ﹤0.01%
8,665
-9,118
2034
$206K ﹤0.01%
10,598
-11,600
2035
$205K ﹤0.01%
2,699
-4,800
2036
$205K ﹤0.01%
522
-722
2037
$205K ﹤0.01%
1,642
-4,112
2038
$204K ﹤0.01%
15,416
-1,015,163
2039
$203K ﹤0.01%
6,581
-2,899
2040
$203K ﹤0.01%
8,299
-11,700
2041
$202K ﹤0.01%
+4,570
2042
$202K ﹤0.01%
8,759
-13,200
2043
$202K ﹤0.01%
2,300
-2,700
2044
$201K ﹤0.01%
9,700
-13,000
2045
$201K ﹤0.01%
15,654
-18,100
2046
$201K ﹤0.01%
4,409
-7,080
2047
$200K ﹤0.01%
4,226
-6,250
2048
$200K ﹤0.01%
+5,500
2049
$200K ﹤0.01%
3,799
-5,700
2050
$197K ﹤0.01%
17,400
-10,300