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
$93.7B
AUM Growth
+$6.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,631
New
Increased
Reduced
Closed

Top Buys

1 +$268M
2 +$237M
3 +$184M
4
ALTR
Altera Corp
ALTR
+$159M
5
LYB icon
LyondellBasell Industries
LYB
+$159M

Top Sells

1 +$178M
2 +$176M
3 +$129M
4
UNP icon
Union Pacific
UNP
+$127M
5
RCL icon
Royal Caribbean
RCL
+$117M

Sector Composition

1 Financials 14.47%
2 Healthcare 14.45%
3 Technology 13.29%
4 Industrials 9.47%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2276
$238K ﹤0.01%
7,500
2277
$238K ﹤0.01%
22,897
2278
$238K ﹤0.01%
2,900
2279
$238K ﹤0.01%
24,798
2280
$237K ﹤0.01%
14,199
+800
2281
$236K ﹤0.01%
7,419
2282
$236K ﹤0.01%
15,398
2283
$235K ﹤0.01%
10,299
2284
$234K ﹤0.01%
14,100
2285
$234K ﹤0.01%
10,833
-1
2286
$234K ﹤0.01%
+14,800
2287
$234K ﹤0.01%
3,700
2288
$233K ﹤0.01%
7,999
2289
$233K ﹤0.01%
+6,600
2290
$232K ﹤0.01%
1,484
+414
2291
$232K ﹤0.01%
19,198
2292
$231K ﹤0.01%
19,098
2293
$231K ﹤0.01%
11,500
2294
$231K ﹤0.01%
20,832
2295
$231K ﹤0.01%
+3,500
2296
$230K ﹤0.01%
25,300
+200
2297
$230K ﹤0.01%
40,296
2298
$229K ﹤0.01%
46,096
-15,600
2299
$229K ﹤0.01%
17,098
2300
$229K ﹤0.01%
4,800