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
$281B
AUM Growth
+$27.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,599
New
Increased
Reduced
Closed

Top Buys

1 +$4.25B
2 +$2.25B
3 +$302M
4
COST icon
Costco
COST
+$258M
5
AMD icon
Advanced Micro Devices
AMD
+$249M

Top Sells

1 +$284M
2 +$219M
3 +$213M
4
SPLK
Splunk Inc
SPLK
+$204M
5
UNH icon
UnitedHealth
UNH
+$202M

Sector Composition

1 Technology 31.72%
2 Healthcare 12.08%
3 Financials 11.17%
4 Consumer Discretionary 10.43%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$371K ﹤0.01%
42,304
+2,025
2302
$370K ﹤0.01%
6,500
2303
$368K ﹤0.01%
42,734
2304
$368K ﹤0.01%
39,436
2305
$367K ﹤0.01%
140,172
2306
$366K ﹤0.01%
51,566
+9,250
2307
$365K ﹤0.01%
22,644
2308
$365K ﹤0.01%
121,658
-19,746
2309
$364K ﹤0.01%
42,454
2310
$364K ﹤0.01%
64,126
2311
$363K ﹤0.01%
159,186
+16,109
2312
$359K ﹤0.01%
274,105
+19,095
2313
$355K ﹤0.01%
84,123
-757,144
2314
$353K ﹤0.01%
82,481
2315
$351K ﹤0.01%
30,541
-8,700
2316
$349K ﹤0.01%
14,000
2317
$348K ﹤0.01%
12,721
-3,907
2318
$340K ﹤0.01%
4,800
+1,800
2319
$337K ﹤0.01%
24,526
2320
$337K ﹤0.01%
33,288
2321
$336K ﹤0.01%
135,450
-4,000
2322
$335K ﹤0.01%
12,222
-141,798
2323
$335K ﹤0.01%
5,610
2324
$331K ﹤0.01%
+64,312
2325
$330K ﹤0.01%
27,953