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
$206B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$452K ﹤0.01%
13,692
2302
$452K ﹤0.01%
367,654
2303
$449K ﹤0.01%
35,825
2304
$448K ﹤0.01%
10,937
2305
$447K ﹤0.01%
43,868
2306
$442K ﹤0.01%
13,250
2307
$441K ﹤0.01%
89,830
2308
$440K ﹤0.01%
33,311
2309
$439K ﹤0.01%
14,550
2310
$438K ﹤0.01%
4,900
2311
$436K ﹤0.01%
14,972
2312
$426K ﹤0.01%
35,566
2313
$422K ﹤0.01%
4,103
2314
$418K ﹤0.01%
33,095
2315
$414K ﹤0.01%
2,344
2316
$413K ﹤0.01%
17,572
2317
$412K ﹤0.01%
12,619
2318
$412K ﹤0.01%
40,990
2319
$410K ﹤0.01%
24,042
2320
$408K ﹤0.01%
15,563
2321
$408K ﹤0.01%
144,750
2322
$406K ﹤0.01%
70,286
2323
$405K ﹤0.01%
16,895
2324
$403K ﹤0.01%
21,928
2325
$403K ﹤0.01%
10,153