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
2301
$225K ﹤0.01%
5,220
2302
$224K ﹤0.01%
+7,953
2303
$224K ﹤0.01%
14,400
+2,200
2304
$223K ﹤0.01%
12,999
2305
$223K ﹤0.01%
16,998
2306
$222K ﹤0.01%
+4,800
2307
$222K ﹤0.01%
9,560
+1,500
2308
$222K ﹤0.01%
12,600
2309
$222K ﹤0.01%
14,199
2310
$222K ﹤0.01%
+8,900
2311
$221K ﹤0.01%
10,099
2312
$221K ﹤0.01%
+8,200
2313
$219K ﹤0.01%
3,453
+707
2314
$219K ﹤0.01%
7,399
2315
$219K ﹤0.01%
3,900
2316
$218K ﹤0.01%
12,999
2317
$217K ﹤0.01%
12,900
2318
$217K ﹤0.01%
16,650
+2,562
2319
$217K ﹤0.01%
4,800
2320
$217K ﹤0.01%
64,094
2321
$217K ﹤0.01%
19,998
2322
$216K ﹤0.01%
8,100
2323
$215K ﹤0.01%
+3,800
2324
$214K ﹤0.01%
12,500
2325
$214K ﹤0.01%
8,700