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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2176
$218K ﹤0.01%
+1,640
2177
$217K ﹤0.01%
+9,299
2178
$217K ﹤0.01%
+5,986
2179
$217K ﹤0.01%
+15,098
2180
$217K ﹤0.01%
+16,899
2181
$216K ﹤0.01%
+30,800
2182
$215K ﹤0.01%
+12,000
2183
$214K ﹤0.01%
+3,430
2184
$214K ﹤0.01%
+8,290
2185
$214K ﹤0.01%
+8,899
2186
$214K ﹤0.01%
+8,600
2187
$213K ﹤0.01%
+21,100
2188
$213K ﹤0.01%
+8,500
2189
$213K ﹤0.01%
+10,499
2190
$212K ﹤0.01%
+4,100
2191
$211K ﹤0.01%
+28,698
2192
$211K ﹤0.01%
+20,098
2193
$211K ﹤0.01%
+12,199
2194
$210K ﹤0.01%
+13,999
2195
$210K ﹤0.01%
+15,099
2196
$209K ﹤0.01%
+3,700
2197
$209K ﹤0.01%
+20,398
2198
$209K ﹤0.01%
+4,900
2199
$207K ﹤0.01%
+49,194
2200
$207K ﹤0.01%
+14,498