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
$93.7B
AUM Growth
+$6.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,631
New
Increased
Reduced
Closed

Top Buys

1 +$268M
2 +$237M
3 +$184M
4
ALTR
Altera Corp
ALTR
+$159M
5
LYB icon
LyondellBasell Industries
LYB
+$159M

Top Sells

1 +$178M
2 +$176M
3 +$129M
4
UNP icon
Union Pacific
UNP
+$127M
5
RCL icon
Royal Caribbean
RCL
+$117M

Sector Composition

1 Financials 14.47%
2 Healthcare 14.45%
3 Technology 13.29%
4 Industrials 9.47%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$325K ﹤0.01%
7,500
2077
$325K ﹤0.01%
11,899
+900
2078
$325K ﹤0.01%
26,700
+2,800
2079
$324K ﹤0.01%
6,166
+2,266
2080
$322K ﹤0.01%
1,290
2081
$322K ﹤0.01%
30,598
+3,500
2082
$321K ﹤0.01%
7,300
2083
$321K ﹤0.01%
9,799
+1,100
2084
$321K ﹤0.01%
35,951
+11,654
2085
$320K ﹤0.01%
21,000
2086
$320K ﹤0.01%
1,710
2087
$319K ﹤0.01%
6,999
+1,200
2088
$318K ﹤0.01%
5,439
2089
$317K ﹤0.01%
740
2090
$317K ﹤0.01%
11,399
2091
$316K ﹤0.01%
15,298
2092
$316K ﹤0.01%
1,155
+35
2093
$315K ﹤0.01%
6,199
+100
2094
$315K ﹤0.01%
41,896
2095
$314K ﹤0.01%
8,500
2096
$314K ﹤0.01%
10,799
2097
$313K ﹤0.01%
3,300
2098
$313K ﹤0.01%
+11,800
2099
$311K ﹤0.01%
+9,100
2100
$310K ﹤0.01%
8,999