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
$281B
AUM Growth
+$27.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,599
New
Increased
Reduced
Closed

Top Buys

1 +$4.25B
2 +$2.25B
3 +$302M
4
COST icon
Costco
COST
+$258M
5
AMD icon
Advanced Micro Devices
AMD
+$249M

Top Sells

1 +$284M
2 +$219M
3 +$213M
4
SPLK
Splunk Inc
SPLK
+$204M
5
UNH icon
UnitedHealth
UNH
+$202M

Sector Composition

1 Technology 31.72%
2 Healthcare 12.08%
3 Financials 11.17%
4 Consumer Discretionary 10.43%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$695K ﹤0.01%
205,676
2127
$695K ﹤0.01%
19,041
2128
$691K ﹤0.01%
30,433
2129
$689K ﹤0.01%
55,450
+4,143
2130
$688K ﹤0.01%
25,793
2131
$686K ﹤0.01%
45,044
-12
2132
$685K ﹤0.01%
+21,585
2133
$678K ﹤0.01%
152,623
2134
$677K ﹤0.01%
56,862
2135
$673K ﹤0.01%
407,623
2136
$672K ﹤0.01%
97,515
2137
$669K ﹤0.01%
18,173
2138
$668K ﹤0.01%
5,992
2139
$667K ﹤0.01%
19,260
2140
$665K ﹤0.01%
162,481
2141
$664K ﹤0.01%
62,327
2142
$663K ﹤0.01%
16,349
2143
$661K ﹤0.01%
11,257
2144
$657K ﹤0.01%
73,273
2145
$655K ﹤0.01%
203,941
+32,649
2146
$655K ﹤0.01%
190,844
2147
$653K ﹤0.01%
146,661
2148
$648K ﹤0.01%
173,793
2149
$644K ﹤0.01%
33,453
2150
$644K ﹤0.01%
53,895
-6,538