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
$105B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,698
New
Increased
Reduced
Closed

Top Buys

1 +$294M
2 +$203M
3 +$202M
4
MSFT icon
Microsoft
MSFT
+$144M
5
YELP icon
Yelp
YELP
+$135M

Top Sells

1 +$286M
2 +$234M
3 +$200M
4
AGN
Allergan Inc
AGN
+$197M
5
CCI icon
Crown Castle
CCI
+$168M

Sector Composition

1 Healthcare 15.34%
2 Technology 14.8%
3 Financials 14.56%
4 Consumer Discretionary 9.63%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2176
$302K ﹤0.01%
14,217
2177
$302K ﹤0.01%
25,698
2178
$302K ﹤0.01%
3,800
2179
$302K ﹤0.01%
16,099
2180
$300K ﹤0.01%
24,700
+3,100
2181
$300K ﹤0.01%
38,897
2182
$300K ﹤0.01%
10,600
+1,600
2183
$300K ﹤0.01%
25,620
2184
$300K ﹤0.01%
8,619
+1,200
2185
$299K ﹤0.01%
740
2186
$299K ﹤0.01%
29,898
+19,500
2187
$299K ﹤0.01%
14,599
2188
$299K ﹤0.01%
13,800
2189
$299K ﹤0.01%
16,999
+2,200
2190
$298K ﹤0.01%
26,198
+3,900
2191
$298K ﹤0.01%
89,590
2192
$297K ﹤0.01%
10,000
2193
$297K ﹤0.01%
13,700
2194
$296K ﹤0.01%
5,100
+1,000
2195
$295K ﹤0.01%
7,500
2196
$294K ﹤0.01%
12,399
2197
$294K ﹤0.01%
10,799
+1,500
2198
$293K ﹤0.01%
17,498
+2,400
2199
$293K ﹤0.01%
10,689
-145,254
2200
$292K ﹤0.01%
6,900
+1,000