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
$127B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$316M
3 +$310M
4
CRM icon
Salesforce
CRM
+$251M
5
AAPL icon
Apple
AAPL
+$228M

Sector Composition

1 Technology 16.97%
2 Financials 15.78%
3 Healthcare 12.11%
4 Consumer Discretionary 11.64%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$218K ﹤0.01%
2,388
+1,529
2302
$218K ﹤0.01%
+4,100
2303
$217K ﹤0.01%
+5,900
2304
$215K ﹤0.01%
+6,600
2305
$214K ﹤0.01%
+8,761
2306
$214K ﹤0.01%
+11,200
2307
$214K ﹤0.01%
16,570
2308
$213K ﹤0.01%
7,200
2309
$213K ﹤0.01%
7,700
2310
$212K ﹤0.01%
29,002
2311
$212K ﹤0.01%
16,700
2312
$212K ﹤0.01%
+11,179
2313
$210K ﹤0.01%
4,200
2314
$209K ﹤0.01%
+823
2315
$208K ﹤0.01%
41,697
2316
$208K ﹤0.01%
10,800
2317
$208K ﹤0.01%
+9,005
2318
$208K ﹤0.01%
17,600
2319
$208K ﹤0.01%
8,651
+8,180
2320
$207K ﹤0.01%
16,398
2321
$205K ﹤0.01%
3,317
+990
2322
$204K ﹤0.01%
10,748
-8,448
2323
$203K ﹤0.01%
+6,600
2324
$203K ﹤0.01%
890
2325
$203K ﹤0.01%
5,599