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
$127B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$316M
3 +$310M
4
CRM icon
Salesforce
CRM
+$251M
5
AAPL icon
Apple
AAPL
+$228M

Sector Composition

1 Technology 16.97%
2 Financials 15.78%
3 Healthcare 12.11%
4 Consumer Discretionary 11.64%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2176
$295K ﹤0.01%
61,360
+12,349
2177
$294K ﹤0.01%
+23,000
2178
$294K ﹤0.01%
5,029
+1,027
2179
$294K ﹤0.01%
7,499
+1,000
2180
$292K ﹤0.01%
2,499
-3,211
2181
$291K ﹤0.01%
2,598
-1,574
2182
$291K ﹤0.01%
+16,900
2183
$290K ﹤0.01%
2,046
+457
2184
$290K ﹤0.01%
9,000
-4,789
2185
$290K ﹤0.01%
13,699
+1,900
2186
$290K ﹤0.01%
5,557
2187
$289K ﹤0.01%
6,237
-41
2188
$289K ﹤0.01%
11,100
2189
$289K ﹤0.01%
13,392
2190
$288K ﹤0.01%
+11,600
2191
$287K ﹤0.01%
60,215
+18,030
2192
$287K ﹤0.01%
5,918
2193
$286K ﹤0.01%
14,989
2194
$285K ﹤0.01%
4,714
2195
$285K ﹤0.01%
1,733
+1,235
2196
$284K ﹤0.01%
6,160
+3,200
2197
$284K ﹤0.01%
+20,700
2198
$284K ﹤0.01%
6,646
+5,392
2199
$281K ﹤0.01%
34,160
+24,100
2200
$280K ﹤0.01%
14,198
+2,400