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
$87.5B
AUM Growth
+$6.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,643
New
Increased
Reduced
Closed

Top Buys

1 +$189M
2 +$180M
3 +$152M
4
AXP icon
American Express
AXP
+$152M
5
CMCSA icon
Comcast
CMCSA
+$126M

Top Sells

1 +$346M
2 +$300M
3 +$223M
4
GILD icon
Gilead Sciences
GILD
+$170M
5
AAPL icon
Apple
AAPL
+$159M

Sector Composition

1 Financials 14.6%
2 Healthcare 13.9%
3 Technology 13.46%
4 Industrials 10.04%
5 Consumer Discretionary 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2176
$257K ﹤0.01%
9,828
-2,151
2177
$257K ﹤0.01%
+7,500
2178
$257K ﹤0.01%
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+400
2179
$257K ﹤0.01%
9,500
+900
2180
$256K ﹤0.01%
+11,400
2181
$256K ﹤0.01%
11,099
-100
2182
$255K ﹤0.01%
24,297
-2,900
2183
$255K ﹤0.01%
25,100
+1,900
2184
$255K ﹤0.01%
13,399
-2,494
2185
$255K ﹤0.01%
50,896
-18,100
2186
$255K ﹤0.01%
13,999
2187
$255K ﹤0.01%
4,100
-500
2188
$254K ﹤0.01%
9,299
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2189
$253K ﹤0.01%
9,299
-2,100
2190
$252K ﹤0.01%
28,472
-3,600
2191
$252K ﹤0.01%
26,398
2192
$251K ﹤0.01%
28,698
2193
$251K ﹤0.01%
+3,000
2194
$251K ﹤0.01%
+13,200
2195
$251K ﹤0.01%
+3,500
2196
$250K ﹤0.01%
17,198
+200
2197
$249K ﹤0.01%
+5,900
2198
$248K ﹤0.01%
14,700
+600
2199
$248K ﹤0.01%
29,797
-11,700
2200
$248K ﹤0.01%
34,696
-5,400