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
$206B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$656K ﹤0.01%
36,646
2152
$656K ﹤0.01%
59,615
2153
$656K ﹤0.01%
37,085
2154
$655K ﹤0.01%
57,615
2155
$653K ﹤0.01%
29,997
2156
$652K ﹤0.01%
24,841
2157
$650K ﹤0.01%
45,611
2158
$650K ﹤0.01%
21,359
2159
$649K ﹤0.01%
73,256
2160
$648K ﹤0.01%
18,081
2161
$648K ﹤0.01%
23,392
2162
$643K ﹤0.01%
440,282
2163
$642K ﹤0.01%
20,663
2164
$640K ﹤0.01%
25,986
2165
$636K ﹤0.01%
59,436
2166
$635K ﹤0.01%
4,829
2167
$630K ﹤0.01%
20,707
2168
$626K ﹤0.01%
39,964
2169
$626K ﹤0.01%
16,692
2170
$622K ﹤0.01%
35,768
2171
$622K ﹤0.01%
21,616
2172
$621K ﹤0.01%
16,833
2173
$620K ﹤0.01%
65,865
2174
$618K ﹤0.01%
68,206
2175
$616K ﹤0.01%
18,400