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
$148B
AUM Growth
+$8.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,939
New
Increased
Reduced
Closed

Top Buys

1 +$485M
2 +$482M
3 +$390M
4
MA icon
Mastercard
MA
+$270M
5
CMCSA icon
Comcast
CMCSA
+$259M

Top Sells

1 +$225M
2 +$190M
3 +$179M
4
RHT
Red Hat Inc
RHT
+$166M
5
APC
Anadarko Petroleum
APC
+$108M

Sector Composition

1 Technology 18.8%
2 Financials 14.07%
3 Healthcare 13.13%
4 Consumer Discretionary 12.1%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$788K ﹤0.01%
36,643
+17,502
2027
$787K ﹤0.01%
25,068
+16,315
2028
$786K ﹤0.01%
54,188
+9,845
2029
$784K ﹤0.01%
36,648
+3,941
2030
$783K ﹤0.01%
36,069
+19,469
2031
$783K ﹤0.01%
106,548
+6,317
2032
$783K ﹤0.01%
22,051
+5,041
2033
$778K ﹤0.01%
57,105
+16,541
2034
$777K ﹤0.01%
27,366
+3,622
2035
$777K ﹤0.01%
30,212
+5,668
2036
$776K ﹤0.01%
32,218
+18,292
2037
$773K ﹤0.01%
37,255
+16,890
2038
$773K ﹤0.01%
5,165
+622
2039
$773K ﹤0.01%
21,082
+3,594
2040
$769K ﹤0.01%
30,664
+6,581
2041
$767K ﹤0.01%
11,807
+1,779
2042
$765K ﹤0.01%
33,827
+9,333
2043
$764K ﹤0.01%
23,964
+5,388
2044
$763K ﹤0.01%
26,433
+6,541
2045
$762K ﹤0.01%
97,488
+13,126
2046
$762K ﹤0.01%
8,153
-2,648
2047
$758K ﹤0.01%
46,720
+10,230
2048
$757K ﹤0.01%
6,849
+1,041
2049
$753K ﹤0.01%
34,816
+1,346
2050
$753K ﹤0.01%
27,133
+6,606