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
$99B
AUM Growth
+$5.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,663
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$220M
3 +$200M
4
BWA icon
BorgWarner
BWA
+$127M
5
HAL icon
Halliburton
HAL
+$122M

Top Sells

1 +$246M
2 +$226M
3 +$140M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$118M
5
FCX icon
Freeport-McMoran
FCX
+$112M

Sector Composition

1 Healthcare 14.05%
2 Technology 14.02%
3 Financials 13.95%
4 Industrials 9.06%
5 Energy 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2276
$234K ﹤0.01%
7,500
2277
$233K ﹤0.01%
18,915
2278
$233K ﹤0.01%
14,800
2279
$232K ﹤0.01%
50,896
2280
$232K ﹤0.01%
8,098
2281
$232K ﹤0.01%
4,000
2282
$232K ﹤0.01%
12,399
2283
$231K ﹤0.01%
19,099
2284
$230K ﹤0.01%
10,299
2285
$230K ﹤0.01%
10,833
2286
$230K ﹤0.01%
9,800
2287
$229K ﹤0.01%
12,500
2288
$229K ﹤0.01%
19,199
2289
$229K ﹤0.01%
5,800
2290
$229K ﹤0.01%
60,996
2291
$228K ﹤0.01%
14,899
2292
$228K ﹤0.01%
16,998
2293
$228K ﹤0.01%
24,798
2294
$228K ﹤0.01%
9,500
2295
$228K ﹤0.01%
56,895
2296
$227K ﹤0.01%
2,900
2297
$227K ﹤0.01%
29,897
2298
$226K ﹤0.01%
25,697
-13,600
2299
$225K ﹤0.01%
8,499
2300
$225K ﹤0.01%
15,998