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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

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
2102
$710K ﹤0.01%
53,890
2103
$707K ﹤0.01%
33,501
2104
$706K ﹤0.01%
130,081
2105
$706K ﹤0.01%
35,401
2106
$704K ﹤0.01%
12,846
2107
$702K ﹤0.01%
15,079
2108
$701K ﹤0.01%
55,504
2109
$700K ﹤0.01%
80,943
2110
$696K ﹤0.01%
39,793
2111
$696K ﹤0.01%
62,944
2112
$696K ﹤0.01%
20,072
2113
$695K ﹤0.01%
160,100
2114
$694K ﹤0.01%
59,316
2115
$693K ﹤0.01%
96,140
2116
$693K ﹤0.01%
10,725
2117
$692K ﹤0.01%
29,148
2118
$692K ﹤0.01%
49,542
2119
$691K ﹤0.01%
22,714
-432
2120
$688K ﹤0.01%
5,300
2121
$687K ﹤0.01%
22,607
2122
$687K ﹤0.01%
104,538
2123
$686K ﹤0.01%
62,775
2124
$685K ﹤0.01%
121,500
2125
$685K ﹤0.01%
78,393