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
$101B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,630
New
Increased
Reduced
Closed

Top Buys

1 +$210M
2 +$147M
3 +$140M
4
BABA icon
Alibaba
BABA
+$135M
5
C icon
Citigroup
C
+$131M

Top Sells

1 +$287M
2 +$188M
3 +$171M
4
MNST icon
Monster Beverage
MNST
+$167M
5
MA icon
Mastercard
MA
+$124M

Sector Composition

1 Healthcare 14.83%
2 Technology 14.54%
3 Financials 14.28%
4 Consumer Discretionary 9%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$201K ﹤0.01%
+3,022
2327
$201K ﹤0.01%
38,900
2328
$201K ﹤0.01%
+6,299
2329
$201K ﹤0.01%
9,800
2330
$200K ﹤0.01%
92,369
+37,410
2331
$200K ﹤0.01%
19,998
2332
$200K ﹤0.01%
5,267
2333
$200K ﹤0.01%
12,500
2334
$199K ﹤0.01%
+15,400
2335
$199K ﹤0.01%
22,298
2336
$198K ﹤0.01%
10,299
2337
$196K ﹤0.01%
14,199
2338
$196K ﹤0.01%
16,650
2339
$195K ﹤0.01%
11,600
2340
$194K ﹤0.01%
17,998
2341
$194K ﹤0.01%
28,497
2342
$192K ﹤0.01%
17,498
2343
$192K ﹤0.01%
36,596
+5,000
2344
$192K ﹤0.01%
16,998
2345
$192K ﹤0.01%
20,832
2346
$191K ﹤0.01%
10,398
-74,166
2347
$191K ﹤0.01%
13,199
2348
$187K ﹤0.01%
25,697
2349
$187K ﹤0.01%
42,693
2350
$187K ﹤0.01%
30,197
+15,600