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
$429B
AUM Growth
+$39.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,857
New
Increased
Reduced
Closed

Top Buys

1 +$3.29B
2 +$2.75B
3 +$2.26B
4
AMZN icon
Amazon
AMZN
+$1.79B
5
UNH icon
UnitedHealth
UNH
+$1.16B

Top Sells

1 +$1.19B
2 +$415M
3 +$288M
4
HDB icon
HDFC Bank
HDB
+$211M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$202M

Sector Composition

1 Technology 34.76%
2 Financials 12.98%
3 Consumer Discretionary 11.47%
4 Healthcare 10.94%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$1.63M ﹤0.01%
29,697
-3,341
2127
$1.63M ﹤0.01%
68,780
+5,879
2128
$1.62M ﹤0.01%
25,456
+6,866
2129
$1.62M ﹤0.01%
155,010
+46,395
2130
$1.61M ﹤0.01%
65,004
+5,471
2131
$1.61M ﹤0.01%
16,057
+193
2132
$1.6M ﹤0.01%
36,151
+3,507
2133
$1.6M ﹤0.01%
58,285
+16,923
2134
$1.6M ﹤0.01%
211,513
+54,771
2135
$1.6M ﹤0.01%
67,596
-4,537
2136
$1.6M ﹤0.01%
47,943
+1,586
2137
$1.59M ﹤0.01%
105,149
+398
2138
$1.59M ﹤0.01%
170,357
+19,861
2139
$1.59M ﹤0.01%
256,344
+39,462
2140
$1.59M ﹤0.01%
240,661
+97,069
2141
$1.58M ﹤0.01%
102,886
-509,913
2142
$1.58M ﹤0.01%
+325,275
2143
$1.58M ﹤0.01%
374,682
+194,310
2144
$1.57M ﹤0.01%
116,563
-214
2145
$1.57M ﹤0.01%
385,699
+83,911
2146
$1.54M ﹤0.01%
124,978
-14,465
2147
$1.54M ﹤0.01%
47,684
+13,142
2148
$1.54M ﹤0.01%
105,466
+8,080
2149
$1.54M ﹤0.01%
145,843
+11,765
2150
$1.53M ﹤0.01%
636,672
+145,046