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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$173K ﹤0.01%
+18,500
2252
$171K ﹤0.01%
+160,980
2253
$169K ﹤0.01%
+11,599
2254
$169K ﹤0.01%
+12,500
2255
$169K ﹤0.01%
+3,020
2256
$169K ﹤0.01%
+46,896
2257
$168K ﹤0.01%
+26,600
2258
$167K ﹤0.01%
+35,400
2259
$167K ﹤0.01%
+13,200
2260
$166K ﹤0.01%
+9,831
2261
$166K ﹤0.01%
+3,040
2262
$166K ﹤0.01%
+11,998
2263
$165K ﹤0.01%
+20,498
2264
$165K ﹤0.01%
+5,680
2265
$165K ﹤0.01%
+24,932
2266
$162K ﹤0.01%
+41,100
2267
$162K ﹤0.01%
+12,099
2268
$161K ﹤0.01%
+593
2269
$161K ﹤0.01%
+17,198
2270
$161K ﹤0.01%
+46,496
2271
$160K ﹤0.01%
+40,296
2272
$160K ﹤0.01%
+22,600
2273
$160K ﹤0.01%
+27,498
2274
$160K ﹤0.01%
+74,890
2275
$160K ﹤0.01%
+15,500