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
$127B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$316M
3 +$310M
4
CRM icon
Salesforce
CRM
+$251M
5
AAPL icon
Apple
AAPL
+$228M

Sector Composition

1 Technology 16.97%
2 Financials 15.78%
3 Healthcare 12.11%
4 Consumer Discretionary 11.64%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$330K ﹤0.01%
+8,000
2127
$330K ﹤0.01%
23,210
2128
$329K ﹤0.01%
5,881
-5,653
2129
$329K ﹤0.01%
19,085
-2,502
2130
$328K ﹤0.01%
11,900
+2,200
2131
$328K ﹤0.01%
+8,700
2132
$327K ﹤0.01%
3,236
2133
$323K ﹤0.01%
+16,800
2134
$322K ﹤0.01%
28,800
+4,406
2135
$319K ﹤0.01%
16,063
2136
$318K ﹤0.01%
13,299
2137
$317K ﹤0.01%
20,900
2138
$315K ﹤0.01%
23,197
2139
$315K ﹤0.01%
+6,583
2140
$315K ﹤0.01%
7,450
+3,960
2141
$315K ﹤0.01%
32,159
+7,000
2142
$315K ﹤0.01%
43,287
2143
$314K ﹤0.01%
6,241
+5,934
2144
$314K ﹤0.01%
27,918
2145
$314K ﹤0.01%
19,769
2146
$312K ﹤0.01%
11,155
+2,955
2147
$312K ﹤0.01%
44,242
-2,305
2148
$312K ﹤0.01%
4,304
-2,514
2149
$312K ﹤0.01%
7,932
+500
2150
$311K ﹤0.01%
2,290
+1,160