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
$191B
AUM Growth
-$42.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,911
New
Increased
Reduced
Closed

Top Buys

1 +$1.19B
2 +$275M
3 +$160M
4
V icon
Visa
V
+$159M
5
BZ icon
Kanzhun
BZ
+$148M

Top Sells

1 +$469M
2 +$297M
3 +$247M
4
MSFT icon
Microsoft
MSFT
+$239M
5
TRP icon
TC Energy
TRP
+$214M

Sector Composition

1 Technology 26.55%
2 Healthcare 15.22%
3 Financials 12.07%
4 Consumer Discretionary 10.14%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$768K ﹤0.01%
27,312
+3,432
2102
$766K ﹤0.01%
37,918
-3,217
2103
$763K ﹤0.01%
+33,271
2104
$758K ﹤0.01%
31,993
-7,782
2105
$755K ﹤0.01%
71,706
-5,557
2106
$754K ﹤0.01%
196,291
+8,438
2107
$754K ﹤0.01%
30,774
2108
$754K ﹤0.01%
7,717
+75
2109
$752K ﹤0.01%
18,013
+792
2110
$749K ﹤0.01%
22,070
-756
2111
$748K ﹤0.01%
39,619
+5,301
2112
$746K ﹤0.01%
21,192
+1,413
2113
$745K ﹤0.01%
+35,308
2114
$744K ﹤0.01%
29,367
-1,908
2115
$744K ﹤0.01%
33,922
2116
$742K ﹤0.01%
13,295
-2,101
2117
$742K ﹤0.01%
25,474
-917
2118
$741K ﹤0.01%
12,993
-7,272
2119
$739K ﹤0.01%
77,239
+6,079
2120
$739K ﹤0.01%
243,051
+24,690
2121
$734K ﹤0.01%
36,680
+14,780
2122
$733K ﹤0.01%
78,732
+981
2123
$733K ﹤0.01%
6,528
+614
2124
$731K ﹤0.01%
41,899
+8,325
2125
$731K ﹤0.01%
111,940
+5,184