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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$207K ﹤0.01%
+5,180
2202
$206K ﹤0.01%
+3,100
2203
$206K ﹤0.01%
+103,993
2204
$204K ﹤0.01%
+24,798
2205
$203K ﹤0.01%
+7,300
2206
$203K ﹤0.01%
+24,398
2207
$202K ﹤0.01%
+9,800
2208
$202K ﹤0.01%
+14,800
2209
$202K ﹤0.01%
+16,598
2210
$201K ﹤0.01%
+15,798
2211
$201K ﹤0.01%
+33,596
2212
$201K ﹤0.01%
+14,399
2213
$197K ﹤0.01%
+14,100
2214
$197K ﹤0.01%
+16,998
2215
$197K ﹤0.01%
+42,894
2216
$196K ﹤0.01%
+10,898
2217
$196K ﹤0.01%
+2,280
2218
$196K ﹤0.01%
+17,598
2219
$196K ﹤0.01%
+14,799
2220
$195K ﹤0.01%
+10,132
2221
$195K ﹤0.01%
+13,499
2222
$194K ﹤0.01%
+16,099
2223
$193K ﹤0.01%
+69,193
2224
$193K ﹤0.01%
+825
2225
$193K ﹤0.01%
+17,198