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
$233B
AUM Growth
-$27.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1 +$591M
2 +$542M
3 +$370M
4
BIDU icon
Baidu
BIDU
+$306M
5
NVDA icon
NVIDIA
NVDA
+$284M

Top Sells

1 +$758M
2 +$528M
3 +$521M
4
SHOP icon
Shopify
SHOP
+$467M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$403M

Sector Composition

1 Technology 27.74%
2 Healthcare 13.27%
3 Financials 12.04%
4 Consumer Discretionary 11.3%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$1.07M ﹤0.01%
100,952
+10,190
2052
$1.06M ﹤0.01%
61,064
-6,766
2053
$1.06M ﹤0.01%
60,564
+12,979
2054
$1.06M ﹤0.01%
119,200
+5,418
2055
$1.06M ﹤0.01%
20,384
+11,630
2056
$1.06M ﹤0.01%
75,505
+1,007
2057
$1.06M ﹤0.01%
+74,769
2058
$1.06M ﹤0.01%
44,797
+334
2059
$1.06M ﹤0.01%
+19,171
2060
$1.05M ﹤0.01%
83,084
-14,100
2061
$1.05M ﹤0.01%
275,237
2062
$1.05M ﹤0.01%
54,863
-6,176
2063
$1.05M ﹤0.01%
25,226
+160
2064
$1.04M ﹤0.01%
45,647
2065
$1.04M ﹤0.01%
54,868
2066
$1.04M ﹤0.01%
42,882
+108
2067
$1.04M ﹤0.01%
125,758
-38,900
2068
$1.04M ﹤0.01%
20,399
2069
$1.03M ﹤0.01%
64,805
2070
$1.03M ﹤0.01%
297,444
2071
$1.03M ﹤0.01%
84,330
2072
$1.03M ﹤0.01%
69,509
+35,909
2073
$1.03M ﹤0.01%
39,666
2074
$1.03M ﹤0.01%
41,532
+10,445
2075
$1.03M ﹤0.01%
39,502
-12,160