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
$148B
AUM Growth
+$8.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,939
New
Increased
Reduced
Closed

Top Buys

1 +$485M
2 +$482M
3 +$390M
4
MA icon
Mastercard
MA
+$270M
5
CMCSA icon
Comcast
CMCSA
+$259M

Top Sells

1 +$225M
2 +$190M
3 +$179M
4
RHT
Red Hat Inc
RHT
+$166M
5
APC
Anadarko Petroleum
APC
+$108M

Sector Composition

1 Technology 18.8%
2 Financials 14.07%
3 Healthcare 13.13%
4 Consumer Discretionary 12.1%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2276
$478K ﹤0.01%
+12,909
2277
$474K ﹤0.01%
41,062
+14,087
2278
$473K ﹤0.01%
21,334
+11,888
2279
$473K ﹤0.01%
25,176
+8,525
2280
$471K ﹤0.01%
25,138
+5,054
2281
$470K ﹤0.01%
34,286
+16,286
2282
$470K ﹤0.01%
11,813
-6,209
2283
$467K ﹤0.01%
37,394
+2,118
2284
$465K ﹤0.01%
31,785
+14,985
2285
$464K ﹤0.01%
39,223
+6,486
2286
$463K ﹤0.01%
8,124
+3,924
2287
$460K ﹤0.01%
10,626
+5,448
2288
$458K ﹤0.01%
30,999
+15,134
2289
$458K ﹤0.01%
251,024
2290
$457K ﹤0.01%
26,626
+4,747
2291
$457K ﹤0.01%
29,708
+1,537
2292
$456K ﹤0.01%
23,280
+5,570
2293
$455K ﹤0.01%
45,006
+19,460
2294
$452K ﹤0.01%
14,389
+1,053
2295
$451K ﹤0.01%
39,009
+6,889
2296
$451K ﹤0.01%
25,993
+1,606
2297
$449K ﹤0.01%
47,317
+18,787
2298
$449K ﹤0.01%
4,128
-19
2299
$446K ﹤0.01%
36,220
+6,654
2300
$445K ﹤0.01%
66,683
+5,025