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
$87.7B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.02B
3 +$198M
4
PRGO icon
Perrigo
PRGO
+$142M
5
COO icon
Cooper Companies
COO
+$138M

Top Sells

1 +$703M
2 +$227M
3 +$185M
4
XOM icon
Exxon Mobil
XOM
+$176M
5
LNKD
LinkedIn Corporation
LNKD
+$150M

Sector Composition

1 Healthcare 16.88%
2 Financials 14.42%
3 Technology 14.1%
4 Consumer Discretionary 10.24%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$333K ﹤0.01%
+20,300
2227
$332K ﹤0.01%
28,120
+2,500
2228
$332K ﹤0.01%
21,198
2229
$331K ﹤0.01%
722
+52
2230
$331K ﹤0.01%
5,201
+901
2231
$330K ﹤0.01%
62,496
-600
2232
$330K ﹤0.01%
7,294
2233
$329K ﹤0.01%
30,250
-97,103
2234
$328K ﹤0.01%
11,999
+1,000
2235
$328K ﹤0.01%
30,000
+1,500
2236
$328K ﹤0.01%
26,398
2237
$327K ﹤0.01%
15,090
2238
$327K ﹤0.01%
22,700
-4,800
2239
$327K ﹤0.01%
20,599
+3,500
2240
$324K ﹤0.01%
348,405
+19,400
2241
$323K ﹤0.01%
5,100
+300
2242
$321K ﹤0.01%
14,976
+760
2243
$320K ﹤0.01%
+47,296
2244
$319K ﹤0.01%
380
+63
2245
$319K ﹤0.01%
21,199
2246
$318K ﹤0.01%
9,300
+600
2247
$318K ﹤0.01%
19,399
2248
$315K ﹤0.01%
126,760
2249
$315K ﹤0.01%
+13,400
2250
$314K ﹤0.01%
140,395
+6,800