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
$99B
AUM Growth
+$5.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,663
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$220M
3 +$200M
4
BWA icon
BorgWarner
BWA
+$127M
5
HAL icon
Halliburton
HAL
+$122M

Top Sells

1 +$246M
2 +$226M
3 +$140M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$118M
5
FCX icon
Freeport-McMoran
FCX
+$112M

Sector Composition

1 Healthcare 14.05%
2 Technology 14.02%
3 Financials 13.95%
4 Industrials 9.06%
5 Energy 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$315K ﹤0.01%
21,000
2102
$315K ﹤0.01%
10,941
2103
$313K ﹤0.01%
11,899
2104
$312K ﹤0.01%
1,290
2105
$312K ﹤0.01%
4,600
+500
2106
$311K ﹤0.01%
11,600
2107
$311K ﹤0.01%
7,500
2108
$310K ﹤0.01%
123,990
2109
$310K ﹤0.01%
26,098
+11,100
2110
$309K ﹤0.01%
10,600
2111
$308K ﹤0.01%
9,100
2112
$307K ﹤0.01%
35,696
2113
$307K ﹤0.01%
8,999
2114
$307K ﹤0.01%
3,700
+400
2115
$306K ﹤0.01%
21,298
+800
2116
$305K ﹤0.01%
17,198
2117
$305K ﹤0.01%
21,098
2118
$305K ﹤0.01%
6,200
2119
$305K ﹤0.01%
7,500
2120
$305K ﹤0.01%
11,199
2121
$305K ﹤0.01%
12,099
2122
$305K ﹤0.01%
10,799
2123
$304K ﹤0.01%
15,600
2124
$304K ﹤0.01%
15,098
+1,700
2125
$304K ﹤0.01%
740