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
$233B
AUM Growth
-$27.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1 +$591M
2 +$542M
3 +$370M
4
BIDU icon
Baidu
BIDU
+$306M
5
NVDA icon
NVIDIA
NVDA
+$284M

Top Sells

1 +$758M
2 +$528M
3 +$521M
4
SHOP icon
Shopify
SHOP
+$467M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$403M

Sector Composition

1 Technology 27.74%
2 Healthcare 13.27%
3 Financials 12.04%
4 Consumer Discretionary 11.3%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$952K ﹤0.01%
35,138
+10,533
2127
$951K ﹤0.01%
35,552
2128
$950K ﹤0.01%
22,959
2129
$949K ﹤0.01%
31,275
2130
$948K ﹤0.01%
35,838
+1,546
2131
$946K ﹤0.01%
217,024
+64,105
2132
$944K ﹤0.01%
48,765
+13,172
2133
$943K ﹤0.01%
65,890
2134
$942K ﹤0.01%
18,971
2135
$940K ﹤0.01%
28,685
+2,643
2136
$936K ﹤0.01%
46,844
+13,187
2137
$935K ﹤0.01%
15,839
+4,985
2138
$922K ﹤0.01%
25,720
2139
$920K ﹤0.01%
29,394
+10,993
2140
$913K ﹤0.01%
20,581
2141
$909K ﹤0.01%
33,922
2142
$900K ﹤0.01%
10,019
+6,919
2143
$899K ﹤0.01%
22,822
2144
$899K ﹤0.01%
33,418
+2,563
2145
$898K ﹤0.01%
21,244
+9,744
2146
$896K ﹤0.01%
14,104
2147
$894K ﹤0.01%
20,572
2148
$894K ﹤0.01%
56,710
+8,604
2149
$891K ﹤0.01%
+8,759
2150
$891K ﹤0.01%
110,578