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
$139B
AUM Growth
-$24.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,602
New
Increased
Reduced
Closed

Top Buys

1 +$391M
2 +$238M
3 +$225M
4
MDLZ icon
Mondelez International
MDLZ
+$194M
5
AAPL icon
Apple
AAPL
+$190M

Top Sells

1 +$229M
2 +$175M
3 +$99.1M
4
YUM icon
Yum! Brands
YUM
+$93.8M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$87.1M

Sector Composition

1 Technology 21.48%
2 Healthcare 14.46%
3 Consumer Discretionary 12.94%
4 Financials 12.31%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$187K ﹤0.01%
23,101
-6,621
2252
$185K ﹤0.01%
22,821
-555
2253
$183K ﹤0.01%
73,217
-700,523
2254
$183K ﹤0.01%
3,448
+1,311
2255
$183K ﹤0.01%
+25,300
2256
$182K ﹤0.01%
86,072
+15,361
2257
$182K ﹤0.01%
+12,700
2258
$181K ﹤0.01%
18,422
-5,777
2259
$181K ﹤0.01%
34,301
-2,040
2260
$180K ﹤0.01%
121,468
+9,181
2261
$179K ﹤0.01%
14,481
-10,461
2262
$178K ﹤0.01%
66,273
-8,201
2263
$178K ﹤0.01%
12,600
-1,500
2264
$177K ﹤0.01%
+10,600
2265
$177K ﹤0.01%
27,492
-6,420
2266
$177K ﹤0.01%
13,681
+1,201
2267
$177K ﹤0.01%
26,630
+1,172
2268
$176K ﹤0.01%
14,589
2269
$175K ﹤0.01%
20,157
-6,660
2270
$175K ﹤0.01%
32,717
+8,941
2271
$174K ﹤0.01%
15,400
2272
$174K ﹤0.01%
14,109
-6,649
2273
$173K ﹤0.01%
13,011
-8,070
2274
$172K ﹤0.01%
87,109
-1,974
2275
$172K ﹤0.01%
67,850
+24,947