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
$254B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,652
New
Increased
Reduced
Closed

Top Buys

1 +$583M
2 +$476M
3 +$320M
4
AMZN icon
Amazon
AMZN
+$309M
5
PG icon
Procter & Gamble
PG
+$296M

Top Sells

1 +$510M
2 +$430M
3 +$333M
4
INTC icon
Intel
INTC
+$281M
5
SPLK
Splunk Inc
SPLK
+$172M

Sector Composition

1 Technology 31.23%
2 Healthcare 12.65%
3 Consumer Discretionary 11.43%
4 Financials 11.23%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$825K ﹤0.01%
91,165
2077
$825K ﹤0.01%
18,128
2078
$820K ﹤0.01%
102,661
+7,127
2079
$819K ﹤0.01%
52,890
2080
$818K ﹤0.01%
25,954
+2,707
2081
$817K ﹤0.01%
63,729
-19,867
2082
$816K ﹤0.01%
82,865
+4,180
2083
$815K ﹤0.01%
12,342
2084
$814K ﹤0.01%
82,512
+352
2085
$811K ﹤0.01%
44,639
+3,416
2086
$809K ﹤0.01%
179,041
+32,562
2087
$809K ﹤0.01%
113,152
+11,335
2088
$807K ﹤0.01%
+28,733
2089
$805K ﹤0.01%
34,336
-457
2090
$804K ﹤0.01%
5,521
-8,083
2091
$804K ﹤0.01%
27,189
2092
$803K ﹤0.01%
26,254
2093
$798K ﹤0.01%
78,807
+11,666
2094
$797K ﹤0.01%
30,664
+2,664
2095
$797K ﹤0.01%
73,273
-1,057
2096
$794K ﹤0.01%
249,746
+132,102
2097
$791K ﹤0.01%
19,041
+734
2098
$789K ﹤0.01%
89,985
+8,730
2099
$787K ﹤0.01%
11,710
2100
$785K ﹤0.01%
35,829