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
$105B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,698
New
Increased
Reduced
Closed

Top Buys

1 +$294M
2 +$203M
3 +$202M
4
MSFT icon
Microsoft
MSFT
+$144M
5
YELP icon
Yelp
YELP
+$135M

Top Sells

1 +$286M
2 +$234M
3 +$200M
4
AGN
Allergan Inc
AGN
+$197M
5
CCI icon
Crown Castle
CCI
+$168M

Sector Composition

1 Healthcare 15.34%
2 Technology 14.8%
3 Financials 14.56%
4 Consumer Discretionary 9.63%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$369K ﹤0.01%
11,299
+1,100
2052
$369K ﹤0.01%
13,854
+1,700
2053
$368K ﹤0.01%
24,633
+3,150
2054
$368K ﹤0.01%
8,599
2055
$365K ﹤0.01%
53,297
+4,800
2056
$364K ﹤0.01%
5,276
-10,760
2057
$363K ﹤0.01%
9,852
2058
$362K ﹤0.01%
8,600
+1,000
2059
$362K ﹤0.01%
31,798
+3,100
2060
$362K ﹤0.01%
4,700
+600
2061
$361K ﹤0.01%
14,566
+4,967
2062
$361K ﹤0.01%
8,999
2063
$360K ﹤0.01%
11,199
2064
$358K ﹤0.01%
10,575
+1,225
2065
$355K ﹤0.01%
9,099
+1,000
2066
$355K ﹤0.01%
13,499
+1,400
2067
$354K ﹤0.01%
11,400
+800
2068
$354K ﹤0.01%
4,500
2069
$353K ﹤0.01%
+19,900
2070
$353K ﹤0.01%
+445
2071
$353K ﹤0.01%
2,310
+330
2072
$351K ﹤0.01%
14,799
2073
$351K ﹤0.01%
27,497
+3,200
2074
$351K ﹤0.01%
13,899
2075
$351K ﹤0.01%
31,698
+4,500