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
$206B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2176
$610K ﹤0.01%
34,744
2177
$607K ﹤0.01%
15,907
2178
$607K ﹤0.01%
18,601
2179
$607K ﹤0.01%
53,261
2180
$606K ﹤0.01%
53,580
2181
$605K ﹤0.01%
22,771
2182
$604K ﹤0.01%
12,231
2183
$602K ﹤0.01%
69,035
2184
$601K ﹤0.01%
23,621
2185
$596K ﹤0.01%
93,648
2186
$595K ﹤0.01%
265,242
2187
$594K ﹤0.01%
81,862
2188
$594K ﹤0.01%
15,957
2189
$594K ﹤0.01%
98,641
2190
$592K ﹤0.01%
66,206
2191
$592K ﹤0.01%
36,037
2192
$589K ﹤0.01%
64,095
2193
$588K ﹤0.01%
28,216
2194
$588K ﹤0.01%
45,080
2195
0
2196
$586K ﹤0.01%
54,348
2197
$585K ﹤0.01%
59,244
2198
$584K ﹤0.01%
11,704
2199
$582K ﹤0.01%
19,857
2200
$580K ﹤0.01%
22,460