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
$254B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,652
New
Increased
Reduced
Closed

Top Buys

1 +$583M
2 +$476M
3 +$320M
4
AMZN icon
Amazon
AMZN
+$309M
5
PG icon
Procter & Gamble
PG
+$296M

Top Sells

1 +$510M
2 +$430M
3 +$333M
4
INTC icon
Intel
INTC
+$281M
5
SPLK
Splunk Inc
SPLK
+$172M

Sector Composition

1 Technology 31.23%
2 Healthcare 12.65%
3 Consumer Discretionary 11.43%
4 Financials 11.23%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$739K ﹤0.01%
265,242
2127
$738K ﹤0.01%
67,682
-22,701
2128
$737K ﹤0.01%
+39,875
2129
$737K ﹤0.01%
19,241
2130
$733K ﹤0.01%
190,844
2131
$733K ﹤0.01%
11,782
+3,572
2132
$731K ﹤0.01%
23,326
2133
$730K ﹤0.01%
9,408
+1,304
2134
$729K ﹤0.01%
20,139
2135
$728K ﹤0.01%
9,049
2136
$726K ﹤0.01%
18,173
-5,998
2137
$726K ﹤0.01%
97,515
+14,467
2138
$725K ﹤0.01%
64,528
+3,113
2139
$723K ﹤0.01%
45,056
-24,602
2140
$720K ﹤0.01%
9,854
2141
$719K ﹤0.01%
255,010
+9,004
2142
$719K ﹤0.01%
3,986
+753
2143
$718K ﹤0.01%
46,907
2144
$717K ﹤0.01%
19,624
+8,847
2145
$717K ﹤0.01%
80,491
-29,567
2146
$715K ﹤0.01%
14,594
+2,181
2147
$715K ﹤0.01%
19,260
2148
$712K ﹤0.01%
128,276
+21,446
2149
$708K ﹤0.01%
12,922
-3,600
2150
$707K ﹤0.01%
108,740