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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$224K ﹤0.01%
+10,499
2152
$224K ﹤0.01%
+12,799
2153
$224K ﹤0.01%
+12,599
2154
$224K ﹤0.01%
+13,600
2155
$223K ﹤0.01%
+4,100
2156
$223K ﹤0.01%
+7,099
2157
$223K ﹤0.01%
+20,598
2158
$222K ﹤0.01%
+7,000
2159
$222K ﹤0.01%
+13,200
2160
$222K ﹤0.01%
+10,699
2161
$222K ﹤0.01%
+37,500
2162
$222K ﹤0.01%
+8,199
2163
$222K ﹤0.01%
+26,398
2164
$221K ﹤0.01%
+9,599
2165
$221K ﹤0.01%
+8,599
2166
$221K ﹤0.01%
+17,970
2167
$220K ﹤0.01%
+1,340
2168
$220K ﹤0.01%
+53,295
2169
$220K ﹤0.01%
+15,898
2170
$219K ﹤0.01%
+9,141
2171
$219K ﹤0.01%
+4,600
2172
$219K ﹤0.01%
+13,299
2173
$219K ﹤0.01%
+17,399
2174
$219K ﹤0.01%
+10,099
2175
$218K ﹤0.01%
+9,800