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
$93.7B
AUM Growth
+$6.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,631
New
Increased
Reduced
Closed

Top Buys

1 +$268M
2 +$237M
3 +$184M
4
ALTR
Altera Corp
ALTR
+$159M
5
LYB icon
LyondellBasell Industries
LYB
+$159M

Top Sells

1 +$178M
2 +$176M
3 +$129M
4
UNP icon
Union Pacific
UNP
+$127M
5
RCL icon
Royal Caribbean
RCL
+$117M

Sector Composition

1 Financials 14.47%
2 Healthcare 14.45%
3 Technology 13.29%
4 Industrials 9.47%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$285K ﹤0.01%
3,800
2152
$284K ﹤0.01%
+6,750
2153
$284K ﹤0.01%
35,696
2154
$284K ﹤0.01%
22,298
+2,400
2155
$284K ﹤0.01%
22,298
2156
$283K ﹤0.01%
2,900
+300
2157
$283K ﹤0.01%
7,899
2158
$283K ﹤0.01%
+17,100
2159
$283K ﹤0.01%
15,600
2160
$283K ﹤0.01%
4,000
2161
$283K ﹤0.01%
12,699
2162
$283K ﹤0.01%
3,900
2163
$282K ﹤0.01%
76,794
+24,300
2164
$281K ﹤0.01%
+14,000
2165
$281K ﹤0.01%
4,800
+1,250
2166
$281K ﹤0.01%
4,100
2167
$280K ﹤0.01%
160,980
2168
$280K ﹤0.01%
16,198
2169
$279K ﹤0.01%
31,596
2170
$279K ﹤0.01%
5,200
2171
$279K ﹤0.01%
15,998
2172
$279K ﹤0.01%
6,599
+600
2173
$279K ﹤0.01%
17,998
2174
$279K ﹤0.01%
9,299
2175
0