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
$191B
AUM Growth
-$42.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,911
New
Increased
Reduced
Closed

Top Buys

1 +$1.19B
2 +$275M
3 +$160M
4
V icon
Visa
V
+$159M
5
BZ icon
Kanzhun
BZ
+$148M

Top Sells

1 +$469M
2 +$297M
3 +$247M
4
MSFT icon
Microsoft
MSFT
+$239M
5
TRP icon
TC Energy
TRP
+$214M

Sector Composition

1 Technology 26.55%
2 Healthcare 15.22%
3 Financials 12.07%
4 Consumer Discretionary 10.14%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$692K ﹤0.01%
139,328
+7,369
2152
$692K ﹤0.01%
36,462
+21,308
2153
$691K ﹤0.01%
124,865
-2,369
2154
$690K ﹤0.01%
9,104
2155
$687K ﹤0.01%
18,312
+46
2156
$686K ﹤0.01%
+63,957
2157
$686K ﹤0.01%
6,072
+39
2158
$686K ﹤0.01%
60,702
+26,067
2159
$682K ﹤0.01%
89,448
+9,400
2160
$680K ﹤0.01%
15,288
+2,542
2161
$679K ﹤0.01%
43,178
-1,294
2162
$675K ﹤0.01%
112,168
-96,664
2163
$675K ﹤0.01%
89,410
-3,155
2164
$673K ﹤0.01%
94,816
+18,176
2165
$673K ﹤0.01%
21,809
2166
$670K ﹤0.01%
17,992
2167
$667K ﹤0.01%
74,059
+15,551
2168
$665K ﹤0.01%
19,811
2169
$664K ﹤0.01%
50,511
+5,837
2170
$662K ﹤0.01%
29,869
2171
$656K ﹤0.01%
72,418
-2,345
2172
$656K ﹤0.01%
60,150
2173
$656K ﹤0.01%
208,793
+5,991
2174
$655K ﹤0.01%
37,616
+5,712
2175
$655K ﹤0.01%
20,236
+861