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
$148B
AUM Growth
+$8.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,939
New
Increased
Reduced
Closed

Top Buys

1 +$485M
2 +$482M
3 +$390M
4
MA icon
Mastercard
MA
+$270M
5
CMCSA icon
Comcast
CMCSA
+$259M

Top Sells

1 +$225M
2 +$190M
3 +$179M
4
RHT
Red Hat Inc
RHT
+$166M
5
APC
Anadarko Petroleum
APC
+$108M

Sector Composition

1 Technology 18.8%
2 Financials 14.07%
3 Healthcare 13.13%
4 Consumer Discretionary 12.1%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$445K ﹤0.01%
35,625
+9,775
2302
$444K ﹤0.01%
10,537
2303
$443K ﹤0.01%
168,559
+42,979
2304
$443K ﹤0.01%
38,924
+14,912
2305
$440K ﹤0.01%
2,646
+239
2306
$436K ﹤0.01%
41,503
+8,324
2307
$436K ﹤0.01%
12,269
2308
$434K ﹤0.01%
5,004
-204
2309
$433K ﹤0.01%
6,109
+1,573
2310
$432K ﹤0.01%
27,705
+16,191
2311
$431K ﹤0.01%
3,858
+136
2312
$427K ﹤0.01%
35,779
+10,935
2313
$427K ﹤0.01%
+14,302
2314
$423K ﹤0.01%
3,746
2315
$422K ﹤0.01%
64,145
+27,345
2316
$421K ﹤0.01%
39,724
+2,746
2317
$420K ﹤0.01%
33,919
+7,236
2318
$419K ﹤0.01%
39,863
+1,946
2319
$418K ﹤0.01%
45,100
+2,449
2320
$416K ﹤0.01%
1,569
+111
2321
$414K ﹤0.01%
23,532
+13,036
2322
$414K ﹤0.01%
645
+43
2323
$413K ﹤0.01%
126
+16
2324
$412K ﹤0.01%
2,867
-117
2325
$410K ﹤0.01%
101,847
+2,438