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
$93.7B
AUM Growth
+$6.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,631
New
Increased
Reduced
Closed

Top Buys

1 +$268M
2 +$237M
3 +$184M
4
ALTR
Altera Corp
ALTR
+$159M
5
LYB icon
LyondellBasell Industries
LYB
+$159M

Top Sells

1 +$178M
2 +$176M
3 +$129M
4
UNP icon
Union Pacific
UNP
+$127M
5
RCL icon
Royal Caribbean
RCL
+$117M

Sector Composition

1 Financials 14.47%
2 Healthcare 14.45%
3 Technology 13.29%
4 Industrials 9.47%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$246K ﹤0.01%
123,990
+40,400
2252
$246K ﹤0.01%
29,797
2253
$245K ﹤0.01%
16,098
2254
$245K ﹤0.01%
3,700
2255
$245K ﹤0.01%
+4,300
2256
$245K ﹤0.01%
+11,700
2257
$244K ﹤0.01%
5,600
2258
$244K ﹤0.01%
11,899
-3,606
2259
$243K ﹤0.01%
+19,068
2260
$243K ﹤0.01%
12,900
2261
$242K ﹤0.01%
6,899
2262
$242K ﹤0.01%
10,299
+1,400
2263
$242K ﹤0.01%
8,400
2264
$242K ﹤0.01%
19,194
+3,500
2265
$241K ﹤0.01%
28,497
2266
$240K ﹤0.01%
31,997
2267
$240K ﹤0.01%
3,700
2268
$240K ﹤0.01%
16,998
2269
$240K ﹤0.01%
3,300
+300
2270
$240K ﹤0.01%
+7,299
2271
$240K ﹤0.01%
9,899
2272
$239K ﹤0.01%
+365
2273
$239K ﹤0.01%
50,896
2274
$239K ﹤0.01%
14,700
2275
$238K ﹤0.01%
+12,500