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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$248K ﹤0.01%
+11,299
2077
$248K ﹤0.01%
+7,499
2078
$248K ﹤0.01%
+20,998
2079
$247K ﹤0.01%
+12,399
2080
$247K ﹤0.01%
+15,999
2081
$247K ﹤0.01%
+24,998
2082
$247K ﹤0.01%
+7,800
2083
$246K ﹤0.01%
+7,100
2084
$246K ﹤0.01%
+29,297
2085
$246K ﹤0.01%
+5,700
2086
$246K ﹤0.01%
+17,098
2087
$245K ﹤0.01%
+7,200
2088
$245K ﹤0.01%
+752
2089
$244K ﹤0.01%
+12,099
2090
$244K ﹤0.01%
+16,599
2091
$244K ﹤0.01%
+23,504
2092
$244K ﹤0.01%
+90
2093
$244K ﹤0.01%
+14,199
2094
$244K ﹤0.01%
+10,399
2095
$244K ﹤0.01%
+13,398
2096
$243K ﹤0.01%
+18,399
2097
$243K ﹤0.01%
+8,799
2098
$242K ﹤0.01%
+4,563
2099
$242K ﹤0.01%
+46,397
2100
$241K ﹤0.01%
+40,398