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
$206B
AUM Growth
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,771
New
Increased
Reduced
Closed

Top Buys

1 +$940M
2 +$911M
3 +$800M
4
PDD icon
Pinduoduo
PDD
+$336M
5
AMD icon
Advanced Micro Devices
AMD
+$289M

Top Sells

1 +$485M
2 +$301M
3 +$236M
4
VMW
VMware, Inc
VMW
+$205M
5
TSM icon
TSMC
TSM
+$143M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$579K ﹤0.01%
+56,053
2202
$577K ﹤0.01%
+26,036
2203
$575K ﹤0.01%
54,791
+12,172
2204
$574K ﹤0.01%
12,831
+5,510
2205
$572K ﹤0.01%
+58,552
2206
$571K ﹤0.01%
18,723
-7,120
2207
$571K ﹤0.01%
+9,049
2208
$569K ﹤0.01%
18,239
-5,057
2209
$567K ﹤0.01%
43,309
+3,690
2210
$567K ﹤0.01%
33,222
-14,654
2211
$567K ﹤0.01%
51,704
+11,878
2212
$566K ﹤0.01%
83,309
+23,159
2213
$564K ﹤0.01%
22,578
+1,822
2214
$564K ﹤0.01%
24,360
-9,258
2215
$563K ﹤0.01%
23,115
+2,539
2216
$559K ﹤0.01%
12,731
2217
$553K ﹤0.01%
84,500
2218
$553K ﹤0.01%
136,772
2219
$551K ﹤0.01%
20,345
+10,206
2220
$550K ﹤0.01%
33,037
+3,168
2221
$549K ﹤0.01%
22,849
+2,685
2222
$549K ﹤0.01%
140,711
-13,373
2223
$544K ﹤0.01%
13,033
+899
2224
$543K ﹤0.01%
14,991
+1,574
2225
$543K ﹤0.01%
31,671
-21,800