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
2051
$323K ﹤0.01%
5,400
2052
$323K ﹤0.01%
4,500
2053
$323K ﹤0.01%
24,296
2054
$323K ﹤0.01%
10,199
2055
$322K ﹤0.01%
11,899
2056
$321K ﹤0.01%
30,200
2057
$321K ﹤0.01%
27,898
2058
$320K ﹤0.01%
11,899
2059
$318K ﹤0.01%
4,600
-1,200
2060
$318K ﹤0.01%
9,600
2061
$318K ﹤0.01%
21,198
2062
$318K ﹤0.01%
27,998
+6,400
2063
$318K ﹤0.01%
15,616
+518
2064
$317K ﹤0.01%
34,796
+800
2065
$317K ﹤0.01%
27,275
2066
$316K ﹤0.01%
6,499
2067
$316K ﹤0.01%
+7,800
2068
$315K ﹤0.01%
6,200
2069
$315K ﹤0.01%
18,098
2070
$314K ﹤0.01%
16,099
2071
$314K ﹤0.01%
4,600
2072
$313K ﹤0.01%
6,999
2073
$313K ﹤0.01%
17,298
+2,000
2074
$313K ﹤0.01%
89,590
2075
$312K ﹤0.01%
7,500