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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$232K ﹤0.01%
+10,199
2127
$232K ﹤0.01%
+17,898
2128
$232K ﹤0.01%
+19,198
2129
$231K ﹤0.01%
+35,097
2130
$231K ﹤0.01%
+14,800
2131
$231K ﹤0.01%
+19,098
2132
$231K ﹤0.01%
+469,017
2133
$231K ﹤0.01%
+34,198
2134
$231K ﹤0.01%
+18,098
2135
$228K ﹤0.01%
+35,196
2136
$227K ﹤0.01%
+3,300
2137
$227K ﹤0.01%
+9,899
2138
$227K ﹤0.01%
+25,497
2139
$227K ﹤0.01%
+18,898
2140
$227K ﹤0.01%
+33,297
2141
$226K ﹤0.01%
+8,200
2142
$226K ﹤0.01%
+9,099
2143
$226K ﹤0.01%
+5,500
2144
$226K ﹤0.01%
+15,998
2145
$225K ﹤0.01%
+9,799
2146
$225K ﹤0.01%
+7,499
2147
$225K ﹤0.01%
+4,600
2148
$225K ﹤0.01%
+5,400
2149
$225K ﹤0.01%
+14,100
2150
$225K ﹤0.01%
+33