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
$101B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,630
New
Increased
Reduced
Closed

Top Buys

1 +$210M
2 +$147M
3 +$140M
4
BABA icon
Alibaba
BABA
+$135M
5
C icon
Citigroup
C
+$131M

Top Sells

1 +$287M
2 +$188M
3 +$171M
4
MNST icon
Monster Beverage
MNST
+$167M
5
MA icon
Mastercard
MA
+$124M

Sector Composition

1 Healthcare 14.83%
2 Technology 14.54%
3 Financials 14.28%
4 Consumer Discretionary 9%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$228K ﹤0.01%
9,420
+5,020
2252
$228K ﹤0.01%
+3,425
2253
$227K ﹤0.01%
7,299
2254
$226K ﹤0.01%
14,999
2255
$225K ﹤0.01%
9,560
2256
$224K ﹤0.01%
29,900
2257
$222K ﹤0.01%
14,400
2258
$221K ﹤0.01%
6,200
2259
$221K ﹤0.01%
23,598
2260
$221K ﹤0.01%
46,096
2261
$221K ﹤0.01%
7,799
2262
$221K ﹤0.01%
16,299
2263
$220K ﹤0.01%
+6,900
2264
$220K ﹤0.01%
14,876
+600
2265
$220K ﹤0.01%
5,800
2266
$219K ﹤0.01%
10,833
2267
$219K ﹤0.01%
9,500
2268
$218K ﹤0.01%
16,098
2269
$218K ﹤0.01%
+7,000
2270
$218K ﹤0.01%
6,600
2271
$217K ﹤0.01%
19,099
2272
$217K ﹤0.01%
11,149
2273
$217K ﹤0.01%
1,710
2274
$216K ﹤0.01%
14,800
2275
$216K ﹤0.01%
15,700