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
$148B
AUM Growth
+$8.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,939
New
Increased
Reduced
Closed

Top Buys

1 +$485M
2 +$482M
3 +$390M
4
MA icon
Mastercard
MA
+$270M
5
CMCSA icon
Comcast
CMCSA
+$259M

Top Sells

1 +$225M
2 +$190M
3 +$179M
4
RHT
Red Hat Inc
RHT
+$166M
5
APC
Anadarko Petroleum
APC
+$108M

Sector Composition

1 Technology 18.8%
2 Financials 14.07%
3 Healthcare 13.13%
4 Consumer Discretionary 12.1%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$403K ﹤0.01%
7,958
+324
2327
$399K ﹤0.01%
45,334
-6,802
2328
$397K ﹤0.01%
53,775
+12,220
2329
$396K ﹤0.01%
9,697
-188
2330
$396K ﹤0.01%
26,768
+13,853
2331
$396K ﹤0.01%
39,328
+17,641
2332
$394K ﹤0.01%
15,246
-192
2333
$393K ﹤0.01%
4,877
2334
$391K ﹤0.01%
1,433
2335
$387K ﹤0.01%
40,277
+3,680
2336
$385K ﹤0.01%
58,883
+13,667
2337
$384K ﹤0.01%
12,583
2338
$382K ﹤0.01%
26,336
+11,319
2339
$380K ﹤0.01%
6,366
-3,760
2340
$380K ﹤0.01%
115,237
+6,083
2341
$379K ﹤0.01%
6,701
2342
$378K ﹤0.01%
30,150
+2,256
2343
$372K ﹤0.01%
19,268
+2,518
2344
$371K ﹤0.01%
31,733
+3,352
2345
$370K ﹤0.01%
136,637
+12,949
2346
$369K ﹤0.01%
26,363
+14,991
2347
$369K ﹤0.01%
9,769
+309
2348
$366K ﹤0.01%
132,188
+6,568
2349
$366K ﹤0.01%
65,173
+13,346
2350
$366K ﹤0.01%
27,993
+11,944