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
$87.5B
AUM Growth
+$6.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,643
New
Increased
Reduced
Closed

Top Buys

1 +$189M
2 +$180M
3 +$152M
4
AXP icon
American Express
AXP
+$152M
5
CMCSA icon
Comcast
CMCSA
+$126M

Top Sells

1 +$346M
2 +$300M
3 +$223M
4
GILD icon
Gilead Sciences
GILD
+$170M
5
AAPL icon
Apple
AAPL
+$159M

Sector Composition

1 Financials 14.6%
2 Healthcare 13.9%
3 Technology 13.46%
4 Industrials 10.04%
5 Consumer Discretionary 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$238K ﹤0.01%
5,600
2227
$237K ﹤0.01%
+4,500
2228
$237K ﹤0.01%
8,983
2229
$237K ﹤0.01%
12,299
+600
2230
$237K ﹤0.01%
5,500
+600
2231
0
2232
$236K ﹤0.01%
3,700
+400
2233
$236K ﹤0.01%
22,798
-16,600
2234
$236K ﹤0.01%
12,099
-900
2235
$235K ﹤0.01%
15,598
-894
2236
$235K ﹤0.01%
8,199
-900
2237
$234K ﹤0.01%
37,799
2238
$232K ﹤0.01%
26
-7
2239
$232K ﹤0.01%
7,999
+700
2240
$230K ﹤0.01%
20,498
2241
$230K ﹤0.01%
23,298
-1,700
2242
$229K ﹤0.01%
23,346
+610
2243
$229K ﹤0.01%
15,398
-1,800
2244
$228K ﹤0.01%
7,799
-300
2245
$228K ﹤0.01%
20,832
-4,100
2246
$227K ﹤0.01%
+4,800
2247
$226K ﹤0.01%
5,267
2248
$226K ﹤0.01%
+5,410
2249
$226K ﹤0.01%
8,400
-1,000
2250
$226K ﹤0.01%
4,800
-900