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
$139B
AUM Growth
-$24.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,602
New
Increased
Reduced
Closed

Top Buys

1 +$391M
2 +$238M
3 +$225M
4
MDLZ icon
Mondelez International
MDLZ
+$194M
5
AAPL icon
Apple
AAPL
+$190M

Top Sells

1 +$229M
2 +$175M
3 +$99.1M
4
YUM icon
Yum! Brands
YUM
+$93.8M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$87.1M

Sector Composition

1 Technology 21.48%
2 Healthcare 14.46%
3 Consumer Discretionary 12.94%
4 Financials 12.31%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$290K ﹤0.01%
40,057
-13,260
2127
$288K ﹤0.01%
27,636
-743
2128
$287K ﹤0.01%
25,655
-22,451
2129
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+7,782
2130
$282K ﹤0.01%
51,392
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2131
$282K ﹤0.01%
+8,500
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$281K ﹤0.01%
5,825
-3,306
2133
$280K ﹤0.01%
36,397
-12,071
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$280K ﹤0.01%
6,930
-4,544
2135
$280K ﹤0.01%
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61,354
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2137
$278K ﹤0.01%
67,440
+12,466
2138
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6,825
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2139
$274K ﹤0.01%
32,502
-2,585
2140
$274K ﹤0.01%
+27,829
2141
$273K ﹤0.01%
32,404
-728
2142
$273K ﹤0.01%
53,818
-3,267
2143
$270K ﹤0.01%
10,570
-6,584
2144
$270K ﹤0.01%
38,038
+3,344
2145
$270K ﹤0.01%
36,266
-8,955
2146
$268K ﹤0.01%
74,499
-6,252
2147
$266K ﹤0.01%
60,896
-1,563
2148
$266K ﹤0.01%
145,313
+15,186
2149
$265K ﹤0.01%
23,500
-12,378
2150
$263K ﹤0.01%
12,876
-8,466