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
$92.9B
AUM Growth
+$4.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1 +$379M
2 +$293M
3 +$166M
4
VZ icon
Verizon
VZ
+$153M
5
FTV icon
Fortive
FTV
+$142M

Top Sells

1 +$192M
2 +$180M
3 +$165M
4
EMC
EMC CORPORATION
EMC
+$151M
5
AMGN icon
Amgen
AMGN
+$116M

Sector Composition

1 Healthcare 15.26%
2 Technology 15.17%
3 Financials 13.08%
4 Consumer Discretionary 10.57%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$276K ﹤0.01%
27,400
2252
$276K ﹤0.01%
26,900
2253
$275K ﹤0.01%
9,499
2254
$275K ﹤0.01%
11,899
2255
$274K ﹤0.01%
6,100
2256
$274K ﹤0.01%
12,300
2257
$273K ﹤0.01%
11,082
+500
2258
$272K ﹤0.01%
14,880
+3,900
2259
$272K ﹤0.01%
7,548
2260
$272K ﹤0.01%
6,316
2261
$271K ﹤0.01%
16,300
2262
$270K ﹤0.01%
8,835
2263
$270K ﹤0.01%
26,224
2264
$269K ﹤0.01%
+7,964
2265
$269K ﹤0.01%
9,400
2266
$267K ﹤0.01%
28,400
2267
$267K ﹤0.01%
31,597
2268
$267K ﹤0.01%
+5,800
2269
$266K ﹤0.01%
22,799
+1,700
2270
$265K ﹤0.01%
4,076
2271
$265K ﹤0.01%
11,299
2272
$265K ﹤0.01%
8,999
2273
$265K ﹤0.01%
19,298
+3,700
2274
$263K ﹤0.01%
5,500
2275
$262K ﹤0.01%
+4,098