UBS AM

UBS AM Portfolio holdings

AUM $494B
1-Year Est. Return 24.11%
 

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
+24.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.9B
AUM Growth
+$3.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,541
New
Increased
Reduced
Closed

Top Buys

1 +$162M
2 +$130M
3 +$100M
4
XOM icon
Exxon Mobil
XOM
+$93.7M
5
CHKP icon
Check Point Software Technologies
CHKP
+$91.8M

Top Sells

1 +$209M
2 +$177M
3 +$158M
4
QCOM icon
Qualcomm
QCOM
+$139M
5
GILD icon
Gilead Sciences
GILD
+$129M

Sector Composition

1 Financials 14.18%
2 Healthcare 14.04%
3 Technology 13.54%
4 Industrials 9.9%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$213K ﹤0.01%
13,399
2252
$213K ﹤0.01%
+5,200
2253
$213K ﹤0.01%
14,399
2254
$211K ﹤0.01%
49,194
2255
$211K ﹤0.01%
+15,000
2256
$211K ﹤0.01%
+4,600
2257
$210K ﹤0.01%
33,297
2258
$208K ﹤0.01%
10,099
2259
$208K ﹤0.01%
8,600
2260
$207K ﹤0.01%
+2,500
2261
$206K ﹤0.01%
10,499
2262
$205K ﹤0.01%
6,329
-4,225
2263
$205K ﹤0.01%
+2,800
2264
$205K ﹤0.01%
24,798
2265
$204K ﹤0.01%
24,932
2266
$203K ﹤0.01%
14,800
2267
$202K ﹤0.01%
8,060
+760
2268
$202K ﹤0.01%
9,799
2269
$201K ﹤0.01%
+5,267
2270
$201K ﹤0.01%
2,280
2271
$201K ﹤0.01%
20,098
2272
$201K ﹤0.01%
+7,500
2273
$200K ﹤0.01%
10,399
2274
$200K ﹤0.01%
11,999
2275
$199K ﹤0.01%
12,298