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
$89.2B
AUM Growth
-$3.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,878
New
Increased
Reduced
Closed

Top Buys

1 +$190M
2 +$145M
3 +$137M
4
LYB icon
LyondellBasell Industries
LYB
+$135M
5
TT icon
Trane Technologies
TT
+$129M

Top Sells

1 +$253M
2 +$225M
3 +$196M
4
AGN
Allergan plc
AGN
+$169M
5
CVS icon
CVS Health
CVS
+$167M

Sector Composition

1 Financials 15.05%
2 Technology 14.96%
3 Healthcare 13.85%
4 Consumer Discretionary 9.89%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$153K ﹤0.01%
11,598
-16,000
2102
$153K ﹤0.01%
13,695
-13,500
2103
$153K ﹤0.01%
10,498
-4,500
2104
$153K ﹤0.01%
13,600
+882
2105
$153K ﹤0.01%
15,797
-29,900
2106
$152K ﹤0.01%
+4,644
2107
$152K ﹤0.01%
10,099
-22,800
2108
$151K ﹤0.01%
+4,730
2109
$150K ﹤0.01%
7,329
-6,700
2110
$150K ﹤0.01%
29,897
-33,900
2111
$149K ﹤0.01%
3,399
-2,760
2112
$147K ﹤0.01%
10,600
-8,300
2113
$147K ﹤0.01%
29,500
-15,500
2114
$146K ﹤0.01%
33,750
-25,043
2115
$145K ﹤0.01%
12,796
-14,300
2116
$143K ﹤0.01%
+3,086
2117
$139K ﹤0.01%
12,297
-23,100
2118
$136K ﹤0.01%
2,560
-640
2119
$136K ﹤0.01%
26,228
-31,400
2120
$136K ﹤0.01%
10,200
-12,300
2121
$135K ﹤0.01%
+2,484
2122
$135K ﹤0.01%
3,442
-3,455
2123
$134K ﹤0.01%
164
-123
2124
$133K ﹤0.01%
39,353
-21,690
2125
$132K ﹤0.01%
30,377
-25,723