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
$241B
AUM Growth
+$7.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,816
New
Increased
Reduced
Closed

Top Buys

1 +$919M
2 +$576M
3 +$521M
4
PG icon
Procter & Gamble
PG
+$485M
5
SNAP icon
Snap
SNAP
+$412M

Top Sells

1 +$428M
2 +$350M
3 +$219M
4
MXIM
Maxim Integrated Products
MXIM
+$183M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$183M

Sector Composition

1 Technology 26.21%
2 Healthcare 13.25%
3 Financials 13.07%
4 Consumer Discretionary 12.28%
5 Communication Services 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$677K ﹤0.01%
354
+5
2302
$675K ﹤0.01%
31,999
+7,441
2303
$674K ﹤0.01%
47,069
2304
$674K ﹤0.01%
46,116
2305
$673K ﹤0.01%
13,671
2306
$673K ﹤0.01%
96,810
2307
$672K ﹤0.01%
9,200
2308
$671K ﹤0.01%
15,360
2309
$670K ﹤0.01%
37,522
2310
$670K ﹤0.01%
100,131
-31,101
2311
$668K ﹤0.01%
23,419
2312
$667K ﹤0.01%
10,244
2313
$666K ﹤0.01%
23,306
-3,552
2314
$665K ﹤0.01%
45,085
2315
$664K ﹤0.01%
11,728
2316
$664K ﹤0.01%
9,905
-680
2317
$663K ﹤0.01%
64,106
-10,602
2318
$662K ﹤0.01%
9,939
-939
2319
$659K ﹤0.01%
24,314
2320
$659K ﹤0.01%
32,177
+1,771
2321
$659K ﹤0.01%
17,221
2322
$657K ﹤0.01%
39,286
-35,202
2323
$657K ﹤0.01%
11,772
+5,243
2324
$656K ﹤0.01%
36,466
+5,186
2325
$656K ﹤0.01%
38,308