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
$101B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,630
New
Increased
Reduced
Closed

Top Buys

1 +$210M
2 +$147M
3 +$140M
4
BABA icon
Alibaba
BABA
+$135M
5
C icon
Citigroup
C
+$131M

Top Sells

1 +$287M
2 +$188M
3 +$171M
4
MNST icon
Monster Beverage
MNST
+$167M
5
MA icon
Mastercard
MA
+$124M

Sector Composition

1 Healthcare 14.83%
2 Technology 14.54%
3 Financials 14.28%
4 Consumer Discretionary 9%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$237K ﹤0.01%
16,998
2227
$236K ﹤0.01%
7,524
2228
$236K ﹤0.01%
2,246
2229
$235K ﹤0.01%
12,099
2230
$235K ﹤0.01%
16,500
2231
$234K ﹤0.01%
14,000
2232
$234K ﹤0.01%
48,000
2233
$234K ﹤0.01%
15,600
2234
$234K ﹤0.01%
15,099
2235
$233K ﹤0.01%
3,650
+1,310
2236
$233K ﹤0.01%
9,599
2237
$233K ﹤0.01%
34,951
2238
$233K ﹤0.01%
4,100
2239
$233K ﹤0.01%
16,898
2240
$232K ﹤0.01%
24,200
2241
$232K ﹤0.01%
1,083
2242
$232K ﹤0.01%
3,700
2243
$232K ﹤0.01%
15,998
2244
$232K ﹤0.01%
10,200
2245
$231K ﹤0.01%
5,900
2246
$231K ﹤0.01%
36,820
+736
2247
$230K ﹤0.01%
19,198
2248
$229K ﹤0.01%
29,095
2249
$229K ﹤0.01%
150
2250
$229K ﹤0.01%
16,700