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
$206B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$784K ﹤0.01%
3,638
2052
$783K ﹤0.01%
128,171
2053
$783K ﹤0.01%
16,102
2054
$779K ﹤0.01%
28,911
2055
$779K ﹤0.01%
113,880
2056
$777K ﹤0.01%
8,984
2057
$775K ﹤0.01%
1,234
2058
$770K ﹤0.01%
63,143
2059
$770K ﹤0.01%
44,810
2060
$769K ﹤0.01%
115,278
2061
$767K ﹤0.01%
52,917
2062
$767K ﹤0.01%
46,239
2063
$767K ﹤0.01%
41,293
2064
$763K ﹤0.01%
88,570
2065
$759K ﹤0.01%
49,017
2066
$758K ﹤0.01%
221,048
2067
$756K ﹤0.01%
24,306
2068
$754K ﹤0.01%
12,782
2069
$753K ﹤0.01%
95,915
2070
$751K ﹤0.01%
17,348
2071
$750K ﹤0.01%
11,930
2072
$747K ﹤0.01%
74,728
2073
$747K ﹤0.01%
60,057
2074
$746K ﹤0.01%
16,379
2075
$743K ﹤0.01%
53,792