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
$206B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$403K ﹤0.01%
21,187
2327
$401K ﹤0.01%
41,494
2328
$398K ﹤0.01%
87,919
2329
$398K ﹤0.01%
184,987
2330
$397K ﹤0.01%
1,637
2331
$395K ﹤0.01%
68,740
2332
$392K ﹤0.01%
43,400
2333
$389K ﹤0.01%
92,700
2334
$388K ﹤0.01%
49,269
2335
$386K ﹤0.01%
13,585
2336
$385K ﹤0.01%
15,712
2337
$385K ﹤0.01%
45,397
2338
$383K ﹤0.01%
8,407
2339
$381K ﹤0.01%
25,020
2340
$378K ﹤0.01%
8,056
2341
$378K ﹤0.01%
36,600
2342
$378K ﹤0.01%
11,837
2343
$376K ﹤0.01%
75,803
2344
$373K ﹤0.01%
60,581
2345
$372K ﹤0.01%
29,464
2346
$371K ﹤0.01%
23,830
2347
$370K ﹤0.01%
22,169
2348
$369K ﹤0.01%
59,558
2349
$368K ﹤0.01%
16,921
2350
$366K ﹤0.01%
4,976