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
$429B
AUM Growth
+$39.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,857
New
Increased
Reduced
Closed

Top Buys

1 +$3.29B
2 +$2.75B
3 +$2.26B
4
AMZN icon
Amazon
AMZN
+$1.79B
5
UNH icon
UnitedHealth
UNH
+$1.16B

Top Sells

1 +$1.19B
2 +$415M
3 +$288M
4
HDB icon
HDFC Bank
HDB
+$211M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$202M

Sector Composition

1 Technology 34.76%
2 Financials 12.98%
3 Consumer Discretionary 11.47%
4 Healthcare 10.94%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$1.85M ﹤0.01%
181,431
+23,950
2077
$1.85M ﹤0.01%
146,557
+8,253
2078
$1.84M ﹤0.01%
70,686
+7,029
2079
$1.84M ﹤0.01%
139,574
+21,637
2080
$1.84M ﹤0.01%
105,155
+26,705
2081
$1.84M ﹤0.01%
70,686
+8,258
2082
$1.83M ﹤0.01%
157,750
+5,347
2083
$1.83M ﹤0.01%
113,515
+24,112
2084
$1.82M ﹤0.01%
35,827
+293
2085
$1.82M ﹤0.01%
+94,569
2086
$1.82M ﹤0.01%
65,125
+20,158
2087
$1.81M ﹤0.01%
345,511
+70,365
2088
$1.81M ﹤0.01%
104,736
-14,707
2089
$1.81M ﹤0.01%
56,893
+8,583
2090
$1.8M ﹤0.01%
73,274
+12,942
2091
$1.8M ﹤0.01%
17,029
+3,307
2092
$1.8M ﹤0.01%
147,278
-1,653
2093
$1.78M ﹤0.01%
127,852
+33,949
2094
$1.78M ﹤0.01%
72,713
+21,375
2095
$1.78M ﹤0.01%
65,725
+4,781
2096
$1.78M ﹤0.01%
216,899
+31,640
2097
$1.77M ﹤0.01%
8,000
-1,970
2098
$1.77M ﹤0.01%
316,607
-14,623
2099
$1.76M ﹤0.01%
66,018
+10,486
2100
$1.76M ﹤0.01%
182,871
-13,373