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
2301
$135K ﹤0.01%
+10,598
2302
$134K ﹤0.01%
+63,783
2303
$133K ﹤0.01%
+11,798
2304
$131K ﹤0.01%
+15,500
2305
$130K ﹤0.01%
+26,197
2306
$129K ﹤0.01%
+34,700
2307
$129K ﹤0.01%
+29,134
2308
$128K ﹤0.01%
+14,700
2309
$128K ﹤0.01%
+44,000
2310
$127K ﹤0.01%
+12,810
2311
$127K ﹤0.01%
+38,096
2312
$126K ﹤0.01%
+4,650
2313
$126K ﹤0.01%
+11,100
2314
$126K ﹤0.01%
+280,135
2315
$125K ﹤0.01%
+19,297
2316
$123K ﹤0.01%
+18,195
2317
$121K ﹤0.01%
+2,875
2318
$121K ﹤0.01%
+24,498
2319
$120K ﹤0.01%
+14,498
2320
$120K ﹤0.01%
+12,999
2321
$117K ﹤0.01%
+2,570
2322
$117K ﹤0.01%
+10,329
2323
$117K ﹤0.01%
+19,600
2324
$117K ﹤0.01%
+534
2325
$116K ﹤0.01%
+30,627