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
$110B
AUM Growth
+$6.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,612
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$195M
3 +$145M
4
JPM icon
JPMorgan Chase
JPM
+$130M
5
BABA icon
Alibaba
BABA
+$123M

Sector Composition

1 Technology 15.97%
2 Financials 15.35%
3 Healthcare 13.71%
4 Consumer Discretionary 10.59%
5 Communication Services 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2176
$216K ﹤0.01%
+8,000
2177
$216K ﹤0.01%
+4,002
2178
$214K ﹤0.01%
3,599
2179
$214K ﹤0.01%
10,599
2180
$213K ﹤0.01%
74,549
2181
$213K ﹤0.01%
13,544
2182
$213K ﹤0.01%
29,002
2183
$213K ﹤0.01%
5,600
2184
$212K ﹤0.01%
+6,100
2185
$212K ﹤0.01%
+3,700
2186
$212K ﹤0.01%
13,100
+2,900
2187
$212K ﹤0.01%
16,570
-14,220
2188
$211K ﹤0.01%
+6,900
2189
$211K ﹤0.01%
1,589
+172
2190
$211K ﹤0.01%
40,478
+1,090
2191
$211K ﹤0.01%
14,599
2192
$210K ﹤0.01%
+4,799
2193
$210K ﹤0.01%
2,121
2194
$210K ﹤0.01%
10,700
2195
$210K ﹤0.01%
+4,269
2196
$210K ﹤0.01%
6,327
+6,300
2197
$210K ﹤0.01%
14,400
2198
$209K ﹤0.01%
10,900
2199
$209K ﹤0.01%
3,732
2200
$208K ﹤0.01%
+3,100