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
$223B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,780
New
Increased
Reduced
Closed

Top Buys

1 +$945M
2 +$881M
3 +$613M
4
TSLA icon
Tesla
TSLA
+$540M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$502M

Top Sells

1 +$959M
2 +$929M
3 +$336M
4
VMW
VMware, Inc
VMW
+$225M
5
NVDA icon
NVIDIA
NVDA
+$199M

Sector Composition

1 Technology 30.4%
2 Healthcare 13.37%
3 Consumer Discretionary 11.23%
4 Financials 10.99%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$361K ﹤0.01%
68,740
2327
$360K ﹤0.01%
139,450
-5,300
2328
$359K ﹤0.01%
104,977
+16,309
2329
$359K ﹤0.01%
13,250
2330
$358K ﹤0.01%
32,191
2331
$357K ﹤0.01%
56,301
+12,901
2332
$354K ﹤0.01%
+51,547
2333
$353K ﹤0.01%
11,085
-6,050
2334
$351K ﹤0.01%
67,705
+11,000
2335
$351K ﹤0.01%
14,972
2336
$350K ﹤0.01%
+6,500
2337
$348K ﹤0.01%
13,269
-2,688
2338
$346K ﹤0.01%
36,646
+6,527
2339
$345K ﹤0.01%
49,297
+8,430
2340
$344K ﹤0.01%
+10,777
2341
$343K ﹤0.01%
34,705
+22,610
2342
$342K ﹤0.01%
66,803
+27,603
2343
$341K ﹤0.01%
28,558
-10,005
2344
$341K ﹤0.01%
+83,543
2345
$340K ﹤0.01%
50,686
+3,077
2346
$339K ﹤0.01%
26,243
2347
$338K ﹤0.01%
+42,853
2348
$331K ﹤0.01%
10,922
-1,309
2349
$329K ﹤0.01%
49,289
+30,751
2350
$326K ﹤0.01%
+11,688