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
$92.9B
AUM Growth
+$4.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1 +$379M
2 +$293M
3 +$166M
4
VZ icon
Verizon
VZ
+$153M
5
FTV icon
Fortive
FTV
+$142M

Top Sells

1 +$192M
2 +$180M
3 +$165M
4
EMC
EMC CORPORATION
EMC
+$151M
5
AMGN icon
Amgen
AMGN
+$116M

Sector Composition

1 Healthcare 15.26%
2 Technology 15.17%
3 Financials 13.08%
4 Consumer Discretionary 10.57%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$249K ﹤0.01%
6,300
2302
$247K ﹤0.01%
13,898
2303
$247K ﹤0.01%
5,300
2304
$247K ﹤0.01%
10,400
-55,561
2305
$246K ﹤0.01%
12,299
2306
$246K ﹤0.01%
22,298
2307
$245K ﹤0.01%
+3,500
2308
$244K ﹤0.01%
21,653
2309
$244K ﹤0.01%
29,000
2310
$244K ﹤0.01%
+24,354
2311
$244K ﹤0.01%
5,700
2312
$243K ﹤0.01%
+6,700
2313
$242K ﹤0.01%
30,700
2314
$241K ﹤0.01%
20,400
+6,300
2315
$240K ﹤0.01%
+4,676
2316
$240K ﹤0.01%
31,105
2317
$240K ﹤0.01%
37,862
+3,762
2318
$239K ﹤0.01%
9,327
2319
$239K ﹤0.01%
5,400
2320
$238K ﹤0.01%
10,599
2321
$238K ﹤0.01%
31,200
2322
$238K ﹤0.01%
13,700
2323
$238K ﹤0.01%
55,694
2324
$237K ﹤0.01%
3,600
2325
$237K ﹤0.01%
36,883