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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$115K ﹤0.01%
+28,500
2327
$114K ﹤0.01%
+12,398
2328
$114K ﹤0.01%
+98,893
2329
$114K ﹤0.01%
+22,400
2330
$114K ﹤0.01%
+18,494
2331
$114K ﹤0.01%
+14,500
2332
$113K ﹤0.01%
+4,574
2333
$113K ﹤0.01%
+14,398
2334
$113K ﹤0.01%
+24,500
2335
$113K ﹤0.01%
+15,497
2336
$112K ﹤0.01%
+10,800
2337
$111K ﹤0.01%
+19,796
2338
$110K ﹤0.01%
+4,390
2339
$110K ﹤0.01%
+16,597
2340
$109K ﹤0.01%
+51,000
2341
$109K ﹤0.01%
+18,500
2342
$109K ﹤0.01%
+29,894
2343
$108K ﹤0.01%
+616
2344
$108K ﹤0.01%
+26,200
2345
$105K ﹤0.01%
+37,799
2346
$102K ﹤0.01%
+11,098
2347
$101K ﹤0.01%
+28,100
2348
$100K ﹤0.01%
+28,894
2349
$99K ﹤0.01%
+11,598
2350
$98K ﹤0.01%
+5,999