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
$206B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$542K ﹤0.01%
41,285
2227
$540K ﹤0.01%
13,599
2228
$537K ﹤0.01%
51,951
2229
$536K ﹤0.01%
13,119
2230
$535K ﹤0.01%
19,241
2231
$535K ﹤0.01%
12,075
2232
$535K ﹤0.01%
26,400
2233
$534K ﹤0.01%
4,705
2234
$533K ﹤0.01%
180,733
2235
$533K ﹤0.01%
73,501
2236
$531K ﹤0.01%
40,799
2237
$527K ﹤0.01%
24,655
2238
$526K ﹤0.01%
65,071
2239
$526K ﹤0.01%
29,219
2240
$524K ﹤0.01%
1,635
2241
$524K ﹤0.01%
9,572
2242
$524K ﹤0.01%
88,736
2243
$523K ﹤0.01%
18,197
2244
$518K ﹤0.01%
61,214
2245
$515K ﹤0.01%
76,914
2246
$512K ﹤0.01%
13,612
2247
$512K ﹤0.01%
48,827
2248
$511K ﹤0.01%
16,600
2249
$510K ﹤0.01%
200,001
2250
$509K ﹤0.01%
31,050