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
$110B
AUM Growth
+$6.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,612
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$195M
3 +$145M
4
JPM icon
JPMorgan Chase
JPM
+$130M
5
BABA icon
Alibaba
BABA
+$123M

Sector Composition

1 Technology 15.97%
2 Financials 15.35%
3 Healthcare 13.71%
4 Consumer Discretionary 10.59%
5 Communication Services 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$255K ﹤0.01%
+3,500
2102
$253K ﹤0.01%
4,899
2103
$253K ﹤0.01%
16,098
2104
$253K ﹤0.01%
11,500
2105
$253K ﹤0.01%
19,730
-47
2106
$252K ﹤0.01%
7,571
2107
$252K ﹤0.01%
7,500
2108
$250K ﹤0.01%
5,999
2109
$250K ﹤0.01%
12,998
2110
$250K ﹤0.01%
3,164
-997
2111
$249K ﹤0.01%
22,400
-53
2112
$247K ﹤0.01%
6,300
2113
$247K ﹤0.01%
11,799
2114
$247K ﹤0.01%
12,112
2115
$247K ﹤0.01%
3,778
+1,357
2116
$247K ﹤0.01%
6,059
2117
$246K ﹤0.01%
18,600
2118
$246K ﹤0.01%
11,700
+1,200
2119
$245K ﹤0.01%
20,011
+8,900
2120
$245K ﹤0.01%
4,799
2121
$241K ﹤0.01%
21,549
+10,252
2122
$241K ﹤0.01%
14,581
+264
2123
$241K ﹤0.01%
4,135
2124
$241K ﹤0.01%
5,252
2125
$238K ﹤0.01%
+4,399