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
$101B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,630
New
Increased
Reduced
Closed

Top Buys

1 +$210M
2 +$147M
3 +$140M
4
BABA icon
Alibaba
BABA
+$135M
5
C icon
Citigroup
C
+$131M

Top Sells

1 +$287M
2 +$188M
3 +$171M
4
MNST icon
Monster Beverage
MNST
+$167M
5
MA icon
Mastercard
MA
+$124M

Sector Composition

1 Healthcare 14.83%
2 Technology 14.54%
3 Financials 14.28%
4 Consumer Discretionary 9%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$209K ﹤0.01%
17,698
2302
$209K ﹤0.01%
10,099
2303
$209K ﹤0.01%
10,252
2304
$209K ﹤0.01%
7,941
2305
$209K ﹤0.01%
14,899
2306
$209K ﹤0.01%
29,800
2307
$208K ﹤0.01%
+4,600
2308
$208K ﹤0.01%
2,900
2309
$208K ﹤0.01%
27,898
2310
$208K ﹤0.01%
8,700
2311
$207K ﹤0.01%
12,500
2312
$207K ﹤0.01%
+2,100
2313
$207K ﹤0.01%
8,200
+1,100
2314
$206K ﹤0.01%
509
2315
$206K ﹤0.01%
1,955
2316
$206K ﹤0.01%
11,216
2317
$205K ﹤0.01%
12,500
2318
$205K ﹤0.01%
10,826
2319
$205K ﹤0.01%
25,497
2320
$204K ﹤0.01%
12,999
2321
$203K ﹤0.01%
15,399
2322
$202K ﹤0.01%
12,400
2323
$202K ﹤0.01%
5,800
2324
$202K ﹤0.01%
60,996
2325
$201K ﹤0.01%
5,970