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
$110B
AUM Growth
+$6.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,612
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$195M
3 +$145M
4
JPM icon
JPMorgan Chase
JPM
+$130M
5
BABA icon
Alibaba
BABA
+$123M

Sector Composition

1 Technology 15.97%
2 Financials 15.35%
3 Healthcare 13.71%
4 Consumer Discretionary 10.59%
5 Communication Services 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$307K ﹤0.01%
7,726
-6,547
2027
$307K ﹤0.01%
12,600
2028
$307K ﹤0.01%
10,705
-2,335
2029
$307K ﹤0.01%
32,875
+484
2030
$307K ﹤0.01%
3,235
+1,001
2031
$306K ﹤0.01%
14,200
2032
$305K ﹤0.01%
+7,800
2033
$304K ﹤0.01%
16,020
-80
2034
$304K ﹤0.01%
10,748
2035
$300K ﹤0.01%
13,736
+2,009
2036
$300K ﹤0.01%
36,217
+14,217
2037
$299K ﹤0.01%
6,468
2038
$299K ﹤0.01%
14,882
+237
2039
$297K ﹤0.01%
6,179
2040
$295K ﹤0.01%
2,499
2041
$295K ﹤0.01%
9,498
2042
$295K ﹤0.01%
26,800
+16,800
2043
$295K ﹤0.01%
49,011
+1,424
2044
$293K ﹤0.01%
3,309
2045
$292K ﹤0.01%
4,600
2046
$292K ﹤0.01%
6,900
2047
$292K ﹤0.01%
61,022
+1,155
2048
$291K ﹤0.01%
39,549
+825
2049
$291K ﹤0.01%
13,000
2050
$291K ﹤0.01%
+14,638