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
$92.9B
AUM Growth
+$4.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1 +$379M
2 +$293M
3 +$166M
4
VZ icon
Verizon
VZ
+$153M
5
FTV icon
Fortive
FTV
+$142M

Top Sells

1 +$192M
2 +$180M
3 +$165M
4
EMC
EMC CORPORATION
EMC
+$151M
5
AMGN icon
Amgen
AMGN
+$116M

Sector Composition

1 Healthcare 15.26%
2 Technology 15.17%
3 Financials 13.08%
4 Consumer Discretionary 10.57%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$237K ﹤0.01%
17,114
2327
$237K ﹤0.01%
16,899
2328
$237K ﹤0.01%
16,900
2329
$236K ﹤0.01%
17,934
2330
$235K ﹤0.01%
37,459
2331
0
2332
$235K ﹤0.01%
26,800
2333
$234K ﹤0.01%
10,902
2334
$233K ﹤0.01%
9,800
2335
$232K ﹤0.01%
4,211
-100
2336
$231K ﹤0.01%
+5,700
2337
$230K ﹤0.01%
13,498
2338
$230K ﹤0.01%
720
2339
$230K ﹤0.01%
21,500
2340
$228K ﹤0.01%
13,792
+1,292
2341
$228K ﹤0.01%
16,000
2342
$227K ﹤0.01%
16,258
2343
$227K ﹤0.01%
50,541
2344
$227K ﹤0.01%
26,490
2345
$227K ﹤0.01%
15,000
+4,200
2346
$227K ﹤0.01%
+9,700
2347
$224K ﹤0.01%
27,261
2348
$224K ﹤0.01%
47,898
2349
$224K ﹤0.01%
6,897
+2,628
2350
$224K ﹤0.01%
13,900