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
$391B
AUM Growth
-$38.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,762
New
Increased
Reduced
Closed

Top Buys

1 +$957M
2 +$866M
3 +$692M
4
NVDA icon
NVIDIA
NVDA
+$639M
5
BABA icon
Alibaba
BABA
+$522M

Top Sells

1 +$20.3B
2 +$10.9B
3 +$1.64B
4
AMAT icon
Applied Materials
AMAT
+$1.09B
5
PLD icon
Prologis
PLD
+$1.03B

Sector Composition

1 Technology 29.67%
2 Financials 14.84%
3 Healthcare 13.16%
4 Communication Services 8.88%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$1.45M ﹤0.01%
+51,668
2152
$1.45M ﹤0.01%
157,197
-40,926
2153
$1.45M ﹤0.01%
54,554
-2,156
2154
$1.44M ﹤0.01%
+130,000
2155
$1.43M ﹤0.01%
341,609
-3,902
2156
$1.43M ﹤0.01%
34,010
+21,093
2157
$1.42M ﹤0.01%
31,491
+1,067
2158
$1.42M ﹤0.01%
42,071
-6,032
2159
$1.42M ﹤0.01%
76,056
+2,471
2160
$1.42M ﹤0.01%
57,539
-759
2161
$1.42M ﹤0.01%
19,727
+10,846
2162
$1.42M ﹤0.01%
76,227
+6,654
2163
$1.41M ﹤0.01%
16,190
+133
2164
$1.41M ﹤0.01%
379,127
+92,971
2165
$1.41M ﹤0.01%
92,540
2166
$1.41M ﹤0.01%
191,999
-36,836
2167
$1.4M ﹤0.01%
195,954
+48,676
2168
$1.4M ﹤0.01%
82,148
-21,048
2169
$1.4M ﹤0.01%
55,156
+2,181
2170
$1.39M ﹤0.01%
32,174
2171
$1.39M ﹤0.01%
61,213
-10,066
2172
$1.38M ﹤0.01%
18,413
-292
2173
$1.38M ﹤0.01%
185,236
+66,643
2174
$1.37M ﹤0.01%
+19,440
2175
$1.37M ﹤0.01%
508,476
-88,577