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
$80.9B
AUM Growth
+$3.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,541
New
Increased
Reduced
Closed

Top Buys

1 +$162M
2 +$130M
3 +$100M
4
XOM icon
Exxon Mobil
XOM
+$93.7M
5
CHKP icon
Check Point Software Technologies
CHKP
+$91.8M

Top Sells

1 +$209M
2 +$177M
3 +$158M
4
QCOM icon
Qualcomm
QCOM
+$139M
5
GILD icon
Gilead Sciences
GILD
+$129M

Sector Composition

1 Financials 14.18%
2 Healthcare 14.04%
3 Technology 13.54%
4 Industrials 9.9%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$278K ﹤0.01%
4,600
2077
$277K ﹤0.01%
19,200
2078
$277K ﹤0.01%
2,123
2079
$277K ﹤0.01%
7,964
-380
2080
$277K ﹤0.01%
9,099
2081
$277K ﹤0.01%
71,900
+30,800
2082
$277K ﹤0.01%
22,198
2083
$276K ﹤0.01%
1,700
2084
$275K ﹤0.01%
20,015
2085
$275K ﹤0.01%
27,401
+5,190
2086
$275K ﹤0.01%
7,000
2087
$274K ﹤0.01%
8,200
2088
$274K ﹤0.01%
9,299
2089
$274K ﹤0.01%
13,010
2090
$273K ﹤0.01%
387
2091
$272K ﹤0.01%
+11,299
2092
$271K ﹤0.01%
665
2093
$271K ﹤0.01%
4,000
2094
$270K ﹤0.01%
9,399
2095
$270K ﹤0.01%
8,899
2096
$270K ﹤0.01%
20,498
2097
$270K ﹤0.01%
61,496
2098
$269K ﹤0.01%
29,297
2099
$269K ﹤0.01%
32,072
2100
$269K ﹤0.01%
78,796