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
$127B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$316M
3 +$310M
4
CRM icon
Salesforce
CRM
+$251M
5
AAPL icon
Apple
AAPL
+$228M

Sector Composition

1 Technology 16.97%
2 Financials 15.78%
3 Healthcare 12.11%
4 Consumer Discretionary 11.64%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$261K ﹤0.01%
22,400
+11,600
2227
$261K ﹤0.01%
+10,200
2228
$260K ﹤0.01%
11,499
-6,085
2229
$259K ﹤0.01%
15,095
2230
$258K ﹤0.01%
53,866
2231
$257K ﹤0.01%
+14,798
2232
$256K ﹤0.01%
8,799
2233
$255K ﹤0.01%
26,949
2234
$255K ﹤0.01%
7,199
2235
$254K ﹤0.01%
11,399
2236
$252K ﹤0.01%
+13,798
2237
$251K ﹤0.01%
+10,800
2238
$251K ﹤0.01%
5,632
-4,458
2239
$250K ﹤0.01%
44,951
2240
$249K ﹤0.01%
13,300
2241
$248K ﹤0.01%
14,472
-1,900
2242
$248K ﹤0.01%
+5,340
2243
$248K ﹤0.01%
3,865
2244
$248K ﹤0.01%
+6,782
2245
$247K ﹤0.01%
+10,800
2246
$247K ﹤0.01%
22,999
-20,464
2247
$247K ﹤0.01%
9,167
2248
$247K ﹤0.01%
3,531
2249
$246K ﹤0.01%
+4,400
2250
$246K ﹤0.01%
37,482
+24,482