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
$206B
AUM Growth
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,771
New
Increased
Reduced
Closed

Top Buys

1 +$940M
2 +$911M
3 +$800M
4
PDD icon
Pinduoduo
PDD
+$336M
5
AMD icon
Advanced Micro Devices
AMD
+$289M

Top Sells

1 +$485M
2 +$301M
3 +$236M
4
VMW
VMware, Inc
VMW
+$205M
5
TSM icon
TSMC
TSM
+$143M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$711K ﹤0.01%
20,941
+1,920
2102
$710K ﹤0.01%
53,890
+8,560
2103
$707K ﹤0.01%
33,501
+2,394
2104
$706K ﹤0.01%
130,081
+40,218
2105
$706K ﹤0.01%
35,401
-21,797
2106
$704K ﹤0.01%
12,846
+740
2107
$702K ﹤0.01%
15,079
+1,268
2108
$701K ﹤0.01%
55,504
-23,442
2109
$700K ﹤0.01%
80,943
+5,894
2110
$696K ﹤0.01%
39,793
-3,001
2111
$696K ﹤0.01%
+62,944
2112
$696K ﹤0.01%
20,072
+1,748
2113
$695K ﹤0.01%
160,100
+14,000
2114
$694K ﹤0.01%
59,316
+26,100
2115
$693K ﹤0.01%
96,140
2116
$693K ﹤0.01%
10,725
2117
$692K ﹤0.01%
29,148
+3,143
2118
$692K ﹤0.01%
49,542
+8,487
2119
$691K ﹤0.01%
23,146
-1,755
2120
$688K ﹤0.01%
5,300
+600
2121
$687K ﹤0.01%
22,607
-7,529
2122
$687K ﹤0.01%
104,538
+13,618
2123
$686K ﹤0.01%
62,775
+5,000
2124
$685K ﹤0.01%
121,500
+45,500
2125
$685K ﹤0.01%
78,393
+12,432