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
$87.7B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.02B
3 +$198M
4
PRGO icon
Perrigo
PRGO
+$142M
5
COO icon
Cooper Companies
COO
+$138M

Top Sells

1 +$703M
2 +$227M
3 +$185M
4
XOM icon
Exxon Mobil
XOM
+$176M
5
LNKD
LinkedIn Corporation
LNKD
+$150M

Sector Composition

1 Healthcare 16.88%
2 Financials 14.42%
3 Technology 14.1%
4 Consumer Discretionary 10.24%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$314K ﹤0.01%
14,500
+800
2252
$313K ﹤0.01%
10,900
2253
$313K ﹤0.01%
16,199
+400
2254
$313K ﹤0.01%
8,700
-500
2255
$312K ﹤0.01%
14,699
2256
$311K ﹤0.01%
46,097
2257
$310K ﹤0.01%
12,300
2258
$310K ﹤0.01%
+8,497
2259
$310K ﹤0.01%
56,197
2260
$309K ﹤0.01%
18,799
-2,900
2261
$309K ﹤0.01%
12,002
+600
2262
$308K ﹤0.01%
6,704
2263
$308K ﹤0.01%
6,900
+600
2264
$307K ﹤0.01%
9,870
2265
$307K ﹤0.01%
960
+220
2266
$305K ﹤0.01%
121,997
-1,913,665
2267
$305K ﹤0.01%
5,100
+600
2268
$304K ﹤0.01%
2,987
+105
2269
$303K ﹤0.01%
9,371
+700
2270
$302K ﹤0.01%
13,698
2271
$302K ﹤0.01%
9,999
-107,851
2272
$301K ﹤0.01%
5,599
2273
$299K ﹤0.01%
9,800
+600
2274
$299K ﹤0.01%
18,499
2275
$299K ﹤0.01%
17,699
+1,900