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
$101B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,630
New
Increased
Reduced
Closed

Top Buys

1 +$210M
2 +$147M
3 +$140M
4
BABA icon
Alibaba
BABA
+$135M
5
C icon
Citigroup
C
+$131M

Top Sells

1 +$287M
2 +$188M
3 +$171M
4
MNST icon
Monster Beverage
MNST
+$167M
5
MA icon
Mastercard
MA
+$124M

Sector Composition

1 Healthcare 14.83%
2 Technology 14.54%
3 Financials 14.28%
4 Consumer Discretionary 9%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$273K ﹤0.01%
19,998
2152
$272K ﹤0.01%
12,099
2153
$271K ﹤0.01%
11,500
2154
$271K ﹤0.01%
15,299
2155
$270K ﹤0.01%
5,000
2156
$270K ﹤0.01%
7,899
2157
$270K ﹤0.01%
12,299
2158
$268K ﹤0.01%
8,599
2159
$266K ﹤0.01%
17,198
2160
$266K ﹤0.01%
15,559
2161
$266K ﹤0.01%
8,099
2162
$266K ﹤0.01%
+5,800
2163
$265K ﹤0.01%
+13,300
2164
$265K ﹤0.01%
17,395
2165
$265K ﹤0.01%
19,719
2166
$265K ﹤0.01%
13,700
+2,200
2167
$265K ﹤0.01%
15,498
2168
$264K ﹤0.01%
26,098
2169
$264K ﹤0.01%
14,899
2170
$263K ﹤0.01%
13,400
2171
$263K ﹤0.01%
12,099
2172
$263K ﹤0.01%
921
+108
2173
$263K ﹤0.01%
8,500
2174
$262K ﹤0.01%
12,999
2175
$261K ﹤0.01%
14,799