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
$116B
AUM Growth
-$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,906
New
Increased
Reduced
Closed

Top Buys

1 +$284M
2 +$218M
3 +$146M
4
JNJ icon
Johnson & Johnson
JNJ
+$142M
5
PYPL icon
PayPal
PYPL
+$137M

Top Sells

1 +$339M
2 +$244M
3 +$218M
4
ADBE icon
Adobe
ADBE
+$165M
5
META icon
Meta Platforms (Facebook)
META
+$165M

Sector Composition

1 Technology 17.48%
2 Healthcare 14.9%
3 Financials 14.08%
4 Consumer Discretionary 11.32%
5 Communication Services 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$403K ﹤0.01%
27,941
+5,079
2052
$403K ﹤0.01%
10,537
2053
$403K ﹤0.01%
13,390
+1,292
2054
$402K ﹤0.01%
42,370
+12,966
2055
$402K ﹤0.01%
25,278
2056
$399K ﹤0.01%
28,031
-8,654
2057
$399K ﹤0.01%
20,100
2058
$398K ﹤0.01%
8,333
2059
$398K ﹤0.01%
2,805
-25
2060
$397K ﹤0.01%
45,126
2061
$397K ﹤0.01%
49,943
+8,813
2062
$397K ﹤0.01%
25,637
2063
$396K ﹤0.01%
12,648
+1,472
2064
$396K ﹤0.01%
40,080
-112
2065
$394K ﹤0.01%
24,844
2066
$394K ﹤0.01%
15,598
-2,577
2067
$392K ﹤0.01%
29,993
2068
$389K ﹤0.01%
10,000
-9,035
2069
$388K ﹤0.01%
26,392
2070
$388K ﹤0.01%
48,733
+3,638
2071
$388K ﹤0.01%
48,029
2072
$386K ﹤0.01%
227,273
+24,485
2073
$383K ﹤0.01%
28,900
2074
$381K ﹤0.01%
74,015
+6,333
2075
$379K ﹤0.01%
30,381
+5,747