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
$87.7B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.02B
3 +$198M
4
PRGO icon
Perrigo
PRGO
+$142M
5
COO icon
Cooper Companies
COO
+$138M

Top Sells

1 +$703M
2 +$227M
3 +$185M
4
XOM icon
Exxon Mobil
XOM
+$176M
5
LNKD
LinkedIn Corporation
LNKD
+$150M

Sector Composition

1 Healthcare 16.88%
2 Financials 14.42%
3 Technology 14.1%
4 Consumer Discretionary 10.24%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$377K ﹤0.01%
16,400
+200
2152
$377K ﹤0.01%
23,498
2153
$376K ﹤0.01%
9,299
+400
2154
$373K ﹤0.01%
27,590
2155
$373K ﹤0.01%
15,857
+1,613
2156
$373K ﹤0.01%
+21,900
2157
$373K ﹤0.01%
16,397
2158
$373K ﹤0.01%
+17,059
2159
$372K ﹤0.01%
57,796
+3,100
2160
$371K ﹤0.01%
1,775
2161
$370K ﹤0.01%
+17,035
2162
$370K ﹤0.01%
10,999
2163
$369K ﹤0.01%
17,658
+3,200
2164
$369K ﹤0.01%
17,999
-194,386
2165
$367K ﹤0.01%
1,710
2166
$367K ﹤0.01%
132,467
+7,300
2167
$367K ﹤0.01%
1,636
2168
$366K ﹤0.01%
13,099
2169
$366K ﹤0.01%
6,209
+2,500
2170
$365K ﹤0.01%
5,400
+400
2171
$364K ﹤0.01%
15,599
2172
$364K ﹤0.01%
10,000
+1,100
2173
$364K ﹤0.01%
5,916
+302
2174
$364K ﹤0.01%
12,200
2175
$363K ﹤0.01%
4,400
+400