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
$105B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,698
New
Increased
Reduced
Closed

Top Buys

1 +$294M
2 +$203M
3 +$202M
4
MSFT icon
Microsoft
MSFT
+$144M
5
YELP icon
Yelp
YELP
+$135M

Top Sells

1 +$286M
2 +$234M
3 +$200M
4
AGN
Allergan Inc
AGN
+$197M
5
CCI icon
Crown Castle
CCI
+$168M

Sector Composition

1 Healthcare 15.34%
2 Technology 14.8%
3 Financials 14.56%
4 Consumer Discretionary 9.63%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$314K ﹤0.01%
100,104
+27,600
2152
$314K ﹤0.01%
+9,299
2153
$314K ﹤0.01%
24,799
+10,200
2154
$314K ﹤0.01%
19,659
2155
$313K ﹤0.01%
7,300
+1,100
2156
$313K ﹤0.01%
6,704
2157
$313K ﹤0.01%
75,297
+13,700
2158
$312K ﹤0.01%
8,700
2159
$311K ﹤0.01%
4,915
2160
$310K ﹤0.01%
45,098
2161
$310K ﹤0.01%
13,699
-16,494
2162
$309K ﹤0.01%
13,400
2163
$309K ﹤0.01%
15,559
2164
$308K ﹤0.01%
35,997
+5,800
2165
$307K ﹤0.01%
26,600
+2,500
2166
$307K ﹤0.01%
9,300
2167
$307K ﹤0.01%
15,498
2168
$306K ﹤0.01%
25,799
+14,700
2169
$306K ﹤0.01%
921
2170
$306K ﹤0.01%
+13,000
2171
$306K ﹤0.01%
15,999
2172
$305K ﹤0.01%
17,598
2173
$304K ﹤0.01%
7,524
2174
$304K ﹤0.01%
4,300
2175
$303K ﹤0.01%
28,797
+3,300