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
$254B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,652
New
Increased
Reduced
Closed

Top Buys

1 +$583M
2 +$476M
3 +$320M
4
AMZN icon
Amazon
AMZN
+$309M
5
PG icon
Procter & Gamble
PG
+$296M

Top Sells

1 +$510M
2 +$430M
3 +$333M
4
INTC icon
Intel
INTC
+$281M
5
SPLK
Splunk Inc
SPLK
+$172M

Sector Composition

1 Technology 31.23%
2 Healthcare 12.65%
3 Consumer Discretionary 11.43%
4 Financials 11.23%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$609K ﹤0.01%
23,735
+3,200
2202
$609K ﹤0.01%
36,723
-375
2203
$607K ﹤0.01%
36,512
-65,101
2204
$607K ﹤0.01%
11,451
2205
$606K ﹤0.01%
82,597
+10,500
2206
$606K ﹤0.01%
68,469
+5,212
2207
$606K ﹤0.01%
401,189
2208
$603K ﹤0.01%
20,430
2209
$601K ﹤0.01%
30,990
2210
$601K ﹤0.01%
8,930
2211
0
2212
$593K ﹤0.01%
16,833
2213
$591K ﹤0.01%
27,921
2214
$590K ﹤0.01%
37,067
+3,017
2215
$588K ﹤0.01%
27,261
2216
$587K ﹤0.01%
12,556
2217
$585K ﹤0.01%
56,301
2218
$584K ﹤0.01%
20,184
2219
$581K ﹤0.01%
19,759
+8,797
2220
$579K ﹤0.01%
101,166
2221
$578K ﹤0.01%
19,291
2222
$577K ﹤0.01%
21,994
-4,738
2223
$577K ﹤0.01%
216,731
2224
$574K ﹤0.01%
19,881
+7,927
2225
$573K ﹤0.01%
15,907