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
$281B
AUM Growth
+$27.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,599
New
Increased
Reduced
Closed

Top Buys

1 +$4.25B
2 +$2.25B
3 +$302M
4
COST icon
Costco
COST
+$258M
5
AMD icon
Advanced Micro Devices
AMD
+$249M

Top Sells

1 +$284M
2 +$219M
3 +$213M
4
SPLK
Splunk Inc
SPLK
+$204M
5
UNH icon
UnitedHealth
UNH
+$202M

Sector Composition

1 Technology 31.72%
2 Healthcare 12.08%
3 Financials 11.17%
4 Consumer Discretionary 10.43%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2276
$429K ﹤0.01%
+2,692
2277
$429K ﹤0.01%
22,948
2278
$429K ﹤0.01%
109,117
+6,456
2279
$419K ﹤0.01%
73,814
2280
$417K ﹤0.01%
9,529
+121
2281
$416K ﹤0.01%
33,566
2282
$411K ﹤0.01%
86,065
+15,272
2283
$410K ﹤0.01%
18,447
2284
$405K ﹤0.01%
100,341
2285
$404K ﹤0.01%
60,331
2286
$403K ﹤0.01%
36,400
2287
$400K ﹤0.01%
28,399
2288
$399K ﹤0.01%
252,604
+2,858
2289
$399K ﹤0.01%
3,443
2290
$399K ﹤0.01%
216,731
2291
$396K ﹤0.01%
+26,900
2292
$393K ﹤0.01%
29,453
2293
$392K ﹤0.01%
48,341
2294
$385K ﹤0.01%
2,498
-1,292
2295
$381K ﹤0.01%
16,921
2296
$379K ﹤0.01%
31,963
2297
$378K ﹤0.01%
+8,824
2298
$376K ﹤0.01%
15,160
2299
$374K ﹤0.01%
2,389
-1,597
2300
$373K ﹤0.01%
51,977