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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2276
$158K ﹤0.01%
+1,173
2277
$157K ﹤0.01%
+45,593
2278
$157K ﹤0.01%
+83,590
2279
$157K ﹤0.01%
+15,799
2280
$157K ﹤0.01%
+20,796
2281
$155K ﹤0.01%
+38,921
2282
$155K ﹤0.01%
+11,999
2283
$154K ﹤0.01%
+20,596
2284
$153K ﹤0.01%
+14,499
2285
$151K ﹤0.01%
+12,999
2286
$150K ﹤0.01%
+17,198
2287
$150K ﹤0.01%
+15,898
2288
$148K ﹤0.01%
+1,643
2289
$147K ﹤0.01%
+27,500
2290
$147K ﹤0.01%
+14,898
2291
$146K ﹤0.01%
+2,730
2292
$143K ﹤0.01%
+36,896
2293
$143K ﹤0.01%
+11,397
2294
$142K ﹤0.01%
+21,195
2295
$140K ﹤0.01%
+12,898
2296
$138K ﹤0.01%
+12,298
2297
$138K ﹤0.01%
+12,500
2298
$137K ﹤0.01%
+18,110
2299
$137K ﹤0.01%
+25,092
2300
$136K ﹤0.01%
+66,900