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
$110B
AUM Growth
+$6.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,612
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$195M
3 +$145M
4
JPM icon
JPMorgan Chase
JPM
+$130M
5
BABA icon
Alibaba
BABA
+$123M

Sector Composition

1 Technology 15.97%
2 Financials 15.35%
3 Healthcare 13.71%
4 Consumer Discretionary 10.59%
5 Communication Services 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$118K ﹤0.01%
12,900
2302
$117K ﹤0.01%
1,389
-205
2303
$115K ﹤0.01%
31,200
2304
$115K ﹤0.01%
500
2305
$115K ﹤0.01%
2,357
2306
$115K ﹤0.01%
26,800
2307
$114K ﹤0.01%
2,368
2308
$114K ﹤0.01%
14,500
2309
$113K ﹤0.01%
710
2310
$112K ﹤0.01%
36,595
2311
$111K ﹤0.01%
11,600
2312
$110K ﹤0.01%
2,560
2313
$109K ﹤0.01%
3,905
+1,722
2314
$106K ﹤0.01%
13,899
2315
$105K ﹤0.01%
2,090
2316
$101K ﹤0.01%
+10,800
2317
$100K ﹤0.01%
1,003
+284
2318
$99.8K ﹤0.01%
20,699
2319
$95.9K ﹤0.01%
2,752
+548
2320
$95.7K ﹤0.01%
26,300
2321
$94.7K ﹤0.01%
4,155
2322
$94.4K ﹤0.01%
3,362
+126
2323
$93.8K ﹤0.01%
4,049
2324
$92.2K ﹤0.01%
12,058
2325
$90.8K ﹤0.01%
950