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
$139B
AUM Growth
-$24.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,602
New
Increased
Reduced
Closed

Top Buys

1 +$391M
2 +$238M
3 +$225M
4
MDLZ icon
Mondelez International
MDLZ
+$194M
5
AAPL icon
Apple
AAPL
+$190M

Top Sells

1 +$229M
2 +$175M
3 +$99.1M
4
YUM icon
Yum! Brands
YUM
+$93.8M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$87.1M

Sector Composition

1 Technology 21.48%
2 Healthcare 14.46%
3 Consumer Discretionary 12.94%
4 Financials 12.31%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$156K ﹤0.01%
32,125
-5,248
2302
$155K ﹤0.01%
46,680
2303
$155K ﹤0.01%
595,310
-31,614
2304
$154K ﹤0.01%
15,516
-8,277
2305
$152K ﹤0.01%
16,025
-9,110
2306
$151K ﹤0.01%
+10,300
2307
$150K ﹤0.01%
13,722
2308
$149K ﹤0.01%
41,533
-102,603
2309
$148K ﹤0.01%
126,865
-32,167
2310
$148K ﹤0.01%
328,470
-21,000
2311
$146K ﹤0.01%
10,105
-417
2312
$145K ﹤0.01%
1,406
-168
2313
$145K ﹤0.01%
17,618
+131
2314
$143K ﹤0.01%
+142,886
2315
$140K ﹤0.01%
34,995
-13,438
2316
$138K ﹤0.01%
11,000
-400
2317
$138K ﹤0.01%
54,718
+13,094
2318
$137K ﹤0.01%
42,081
-2,205
2319
$136K ﹤0.01%
14,725
-933
2320
$134K ﹤0.01%
52,392
-14,599
2321
$133K ﹤0.01%
13,722
-6,425
2322
$130K ﹤0.01%
100,596
-282
2323
$130K ﹤0.01%
71,989
-1,764
2324
$129K ﹤0.01%
+15,638
2325
$128K ﹤0.01%
14,009
-279,967