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
$87.7B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.02B
3 +$198M
4
PRGO icon
Perrigo
PRGO
+$142M
5
COO icon
Cooper Companies
COO
+$138M

Top Sells

1 +$703M
2 +$227M
3 +$185M
4
XOM icon
Exxon Mobil
XOM
+$176M
5
LNKD
LinkedIn Corporation
LNKD
+$150M

Sector Composition

1 Healthcare 16.88%
2 Financials 14.42%
3 Technology 14.1%
4 Consumer Discretionary 10.24%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$351K ﹤0.01%
66,697
-17,329
2202
$350K ﹤0.01%
17,698
2203
$349K ﹤0.01%
24,890
2204
$348K ﹤0.01%
28,499
2205
$346K ﹤0.01%
6,145
2206
$346K ﹤0.01%
3,900
2207
$346K ﹤0.01%
6,570
+370
2208
$346K ﹤0.01%
9,100
2209
$346K ﹤0.01%
23,599
-14,872
2210
$344K ﹤0.01%
+41,600
2211
$342K ﹤0.01%
50,208
+2,000
2212
$341K ﹤0.01%
15,000
+600
2213
$341K ﹤0.01%
11,499
2214
$341K ﹤0.01%
37,097
2215
$340K ﹤0.01%
31,035
2216
$340K ﹤0.01%
11,699
+1,200
2217
$340K ﹤0.01%
22,522
2218
$339K ﹤0.01%
17,766
2219
$339K ﹤0.01%
12,099
2220
$338K ﹤0.01%
+26,190
2221
$338K ﹤0.01%
30,899
+1,200
2222
$337K ﹤0.01%
19,300
+1,000
2223
$337K ﹤0.01%
12,600
2224
$336K ﹤0.01%
8,733
-300
2225
$334K ﹤0.01%
31,297