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
$139B
AUM Growth
-$24.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,602
New
Increased
Reduced
Closed

Top Buys

1 +$391M
2 +$238M
3 +$225M
4
MDLZ icon
Mondelez International
MDLZ
+$194M
5
AAPL icon
Apple
AAPL
+$190M

Top Sells

1 +$229M
2 +$175M
3 +$99.1M
4
YUM icon
Yum! Brands
YUM
+$93.8M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$87.1M

Sector Composition

1 Technology 21.48%
2 Healthcare 14.46%
3 Consumer Discretionary 12.94%
4 Financials 12.31%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$221K ﹤0.01%
+8,700
2202
$221K ﹤0.01%
58,119
+9,448
2203
$221K ﹤0.01%
134,552
-4,204
2204
$220K ﹤0.01%
+30,100
2205
$220K ﹤0.01%
7,636
-2,982
2206
$219K ﹤0.01%
12,001
+3,391
2207
$216K ﹤0.01%
75,454
+9,943
2208
$213K ﹤0.01%
+17,953
2209
$213K ﹤0.01%
+11,200
2210
$212K ﹤0.01%
+4,199
2211
$212K ﹤0.01%
8,492
-8,934
2212
$212K ﹤0.01%
2,544
-172
2213
$212K ﹤0.01%
15,069
-15,593
2214
$212K ﹤0.01%
10,208
-4,868
2215
$212K ﹤0.01%
37,205
-3,181
2216
$211K ﹤0.01%
+15,763
2217
$210K ﹤0.01%
27,418
-7,165
2218
$209K ﹤0.01%
8,000
2219
$208K ﹤0.01%
63,181
-415
2220
$208K ﹤0.01%
9,776
-11,294
2221
$208K ﹤0.01%
5,738
-5,408
2222
$208K ﹤0.01%
26,400
+2,200
2223
$208K ﹤0.01%
32,165
+20,697
2224
$208K ﹤0.01%
5,180
2225
$207K ﹤0.01%
128,022
-14,581