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
$110B
AUM Growth
+$6.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,612
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$195M
3 +$145M
4
JPM icon
JPMorgan Chase
JPM
+$130M
5
BABA icon
Alibaba
BABA
+$123M

Sector Composition

1 Technology 15.97%
2 Financials 15.35%
3 Healthcare 13.71%
4 Consumer Discretionary 10.59%
5 Communication Services 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$208K ﹤0.01%
23,517
2202
$208K ﹤0.01%
7,700
2203
$208K ﹤0.01%
4,260
+4,226
2204
$204K ﹤0.01%
10,397
2205
$203K ﹤0.01%
4,213
2206
$203K ﹤0.01%
12,098
2207
$203K ﹤0.01%
5,300
2208
$202K ﹤0.01%
+9,348
2209
$202K ﹤0.01%
+8,939
2210
$202K ﹤0.01%
+8,000
2211
$201K ﹤0.01%
7,700
2212
$200K ﹤0.01%
+8,350
2213
$200K ﹤0.01%
+6,900
2214
$200K ﹤0.01%
8,700
2215
$200K ﹤0.01%
46,500
2216
$200K ﹤0.01%
10,298
2217
$200K ﹤0.01%
11,798
2218
$198K ﹤0.01%
41,600
2219
$197K ﹤0.01%
1,490
+11
2220
$197K ﹤0.01%
20,698
2221
$196K ﹤0.01%
1,765
2222
$195K ﹤0.01%
10,000
2223
$195K ﹤0.01%
15,778
2224
$194K ﹤0.01%
10,200
2225
$193K ﹤0.01%
1,272
+532