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
$233B
AUM Growth
-$27.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1 +$591M
2 +$542M
3 +$370M
4
BIDU icon
Baidu
BIDU
+$306M
5
NVDA icon
NVIDIA
NVDA
+$284M

Top Sells

1 +$758M
2 +$528M
3 +$521M
4
SHOP icon
Shopify
SHOP
+$467M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$403M

Sector Composition

1 Technology 27.74%
2 Healthcare 13.27%
3 Financials 12.04%
4 Consumer Discretionary 11.3%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2176
$850K ﹤0.01%
60,489
+20,495
2177
$846K ﹤0.01%
32,734
+506
2178
$845K ﹤0.01%
42,097
2179
$843K ﹤0.01%
38,920
+13,752
2180
$843K ﹤0.01%
19,838
+3,515
2181
$840K ﹤0.01%
8,035
-1,235
2182
$838K ﹤0.01%
56,670
+18,362
2183
$833K ﹤0.01%
33,251
2184
$831K ﹤0.01%
63,662
+3,974
2185
$831K ﹤0.01%
19,779
2186
$829K ﹤0.01%
7,642
2187
$828K ﹤0.01%
172,929
2188
$827K ﹤0.01%
17,797
+587
2189
$826K ﹤0.01%
80,048
+35,448
2190
$825K ﹤0.01%
23,139
2191
$823K ﹤0.01%
40,864
-5,853
2192
$823K ﹤0.01%
44,896
+3,552
2193
$820K ﹤0.01%
29,418
2194
$820K ﹤0.01%
29,267
+15,069
2195
$819K ﹤0.01%
62,882
2196
$818K ﹤0.01%
138,632
-20,280
2197
$818K ﹤0.01%
3,209
2198
$816K ﹤0.01%
10,313
+1,428
2199
$816K ﹤0.01%
9,532
2200
$816K ﹤0.01%
17,992
+174