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
$92.9B
AUM Growth
+$4.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1 +$379M
2 +$293M
3 +$166M
4
VZ icon
Verizon
VZ
+$153M
5
FTV icon
Fortive
FTV
+$142M

Top Sells

1 +$192M
2 +$180M
3 +$165M
4
EMC
EMC CORPORATION
EMC
+$151M
5
AMGN icon
Amgen
AMGN
+$116M

Sector Composition

1 Healthcare 15.26%
2 Technology 15.17%
3 Financials 13.08%
4 Consumer Discretionary 10.57%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$305K ﹤0.01%
16,049
+2,400
2202
$303K ﹤0.01%
13,699
2203
$302K ﹤0.01%
5,700
+1,200
2204
$301K ﹤0.01%
28,200
2205
$300K ﹤0.01%
9,300
2206
$300K ﹤0.01%
25,500
+3,900
2207
$300K ﹤0.01%
8,164
2208
$300K ﹤0.01%
23,998
2209
$299K ﹤0.01%
26,998
2210
$299K ﹤0.01%
13,800
2211
$299K ﹤0.01%
7,899
2212
$299K ﹤0.01%
25,654
+4,454
2213
$298K ﹤0.01%
18,900
+4,800
2214
$298K ﹤0.01%
20,698
2215
$298K ﹤0.01%
1,608
2216
$297K ﹤0.01%
29,400
2217
$297K ﹤0.01%
+17,082
2218
$296K ﹤0.01%
14,999
2219
$295K ﹤0.01%
27,195
2220
$295K ﹤0.01%
14,099
2221
$295K ﹤0.01%
18,200
2222
$294K ﹤0.01%
16,500
+1,200
2223
$293K ﹤0.01%
1,008
2224
$293K ﹤0.01%
12,900
2225
$293K ﹤0.01%
34,600
+10,500