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
$101B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,630
New
Increased
Reduced
Closed

Top Buys

1 +$210M
2 +$147M
3 +$140M
4
BABA icon
Alibaba
BABA
+$135M
5
C icon
Citigroup
C
+$131M

Top Sells

1 +$287M
2 +$188M
3 +$171M
4
MNST icon
Monster Beverage
MNST
+$167M
5
MA icon
Mastercard
MA
+$124M

Sector Composition

1 Healthcare 14.83%
2 Technology 14.54%
3 Financials 14.28%
4 Consumer Discretionary 9%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$248K ﹤0.01%
13,800
2202
$248K ﹤0.01%
3,353
2203
$247K ﹤0.01%
30,941
+4,541
2204
$247K ﹤0.01%
42,100
+21,800
2205
$247K ﹤0.01%
4,100
2206
$246K ﹤0.01%
45,098
2207
$246K ﹤0.01%
+4,100
2208
$245K ﹤0.01%
25,497
2209
$244K ﹤0.01%
21,483
2210
$244K ﹤0.01%
9,299
2211
$243K ﹤0.01%
3,300
2212
$243K ﹤0.01%
6,586
2213
$243K ﹤0.01%
12,199
2214
$243K ﹤0.01%
427
2215
$243K ﹤0.01%
49,896
2216
$243K ﹤0.01%
18,500
+5,400
2217
$243K ﹤0.01%
19,898
+2,800
2218
$242K ﹤0.01%
21,898
2219
$242K ﹤0.01%
15,699
2220
$240K ﹤0.01%
5,700
2221
$240K ﹤0.01%
+10,714
2222
$239K ﹤0.01%
42,496
2223
$239K ﹤0.01%
9,000
2224
$238K ﹤0.01%
9,900
2225
$238K ﹤0.01%
747