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
$164B
AUM Growth
+$24.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,611
New
Increased
Reduced
Closed

Top Buys

1 +$383M
2 +$262M
3 +$183M
4
APTV icon
Aptiv
APTV
+$175M
5
TMUS icon
T-Mobile US
TMUS
+$170M

Top Sells

1 +$591M
2 +$567M
3 +$464M
4
AMZN icon
Amazon
AMZN
+$268M
5
ABT icon
Abbott
ABT
+$266M

Sector Composition

1 Technology 22.77%
2 Healthcare 13.92%
3 Consumer Discretionary 13.52%
4 Financials 11.89%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$476K ﹤0.01%
63,367
-14,761
2102
$474K ﹤0.01%
99,753
+5,800
2103
$473K ﹤0.01%
29,352
-4,037
2104
$470K ﹤0.01%
41,921
+6,300
2105
$469K ﹤0.01%
38,540
-21,735
2106
$469K ﹤0.01%
+4,429
2107
$468K ﹤0.01%
45,200
+3,000
2108
$466K ﹤0.01%
94,541
+36,422
2109
$465K ﹤0.01%
66,284
-19,020
2110
$464K ﹤0.01%
65,102
-862
2111
$463K ﹤0.01%
+12,611
2112
$463K ﹤0.01%
100,153
-490
2113
$460K ﹤0.01%
29,480
-4,981
2114
$459K ﹤0.01%
105,300
-30,250
2115
$453K ﹤0.01%
20,276
2116
$452K ﹤0.01%
10,497
+258
2117
$452K ﹤0.01%
+861
2118
$452K ﹤0.01%
41,701
-4,015
2119
$450K ﹤0.01%
52,672
+8,300
2120
$448K ﹤0.01%
65,758
-15,253
2121
$447K ﹤0.01%
18,435
-162
2122
$447K ﹤0.01%
26,996
+2,900
2123
$447K ﹤0.01%
+9,648
2124
$442K ﹤0.01%
151,896
-14,433
2125
$440K ﹤0.01%
31,725
+15,700