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
$139B
AUM Growth
-$24.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,602
New
Increased
Reduced
Closed

Top Buys

1 +$391M
2 +$238M
3 +$225M
4
MDLZ icon
Mondelez International
MDLZ
+$194M
5
AAPL icon
Apple
AAPL
+$190M

Top Sells

1 +$229M
2 +$175M
3 +$99.1M
4
YUM icon
Yum! Brands
YUM
+$93.8M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$87.1M

Sector Composition

1 Technology 21.48%
2 Healthcare 14.46%
3 Consumer Discretionary 12.94%
4 Financials 12.31%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$261K ﹤0.01%
61,706
-258
2152
$261K ﹤0.01%
42,225
-921
2153
$261K ﹤0.01%
15,052
-7,218
2154
$260K ﹤0.01%
14,310
+1,902
2155
$260K ﹤0.01%
14,317
-12,140
2156
$259K ﹤0.01%
3,661
+834
2157
$259K ﹤0.01%
7,370
-5,440
2158
$259K ﹤0.01%
7,946
+1,086
2159
$258K ﹤0.01%
9,581
-7,444
2160
$257K ﹤0.01%
19,944
2161
$256K ﹤0.01%
88,393
+3,777
2162
$256K ﹤0.01%
10,275
-6,301
2163
$254K ﹤0.01%
5,867
+1,767
2164
$253K ﹤0.01%
10,900
-800
2165
$253K ﹤0.01%
8,146
-10,580
2166
$251K ﹤0.01%
13,207
2167
$250K ﹤0.01%
43,849
-7,669
2168
$249K ﹤0.01%
47,906
+1,700
2169
$249K ﹤0.01%
106,801
+6,766
2170
$248K ﹤0.01%
25,970
-8,470
2171
$247K ﹤0.01%
+14,500
2172
$245K ﹤0.01%
69,579
-6,987
2173
$244K ﹤0.01%
4,974
-4,097
2174
$240K ﹤0.01%
9,934
-300
2175
$240K ﹤0.01%
+6,056