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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2351
$98K ﹤0.01%
+3,599
2352
$96K ﹤0.01%
+6,359
2353
$96K ﹤0.01%
+4,370
2354
$95K ﹤0.01%
+54,800
2355
$95K ﹤0.01%
+32,600
2356
$95K ﹤0.01%
+21,396
2357
$94K ﹤0.01%
+16,100
2358
$90K ﹤0.01%
+1,610
2359
$89K ﹤0.01%
+13,300
2360
$89K ﹤0.01%
+53,196
2361
$88K ﹤0.01%
+26,594
2362
$85K ﹤0.01%
+14,798
2363
$84K ﹤0.01%
+3,728
2364
$84K ﹤0.01%
+10,097
2365
$84K ﹤0.01%
+17,900
2366
$83K ﹤0.01%
+13,592
2367
$83K ﹤0.01%
+7,173
2368
$82K ﹤0.01%
+20,895
2369
$80K ﹤0.01%
+62,690
2370
$79K ﹤0.01%
+31,100
2371
$79K ﹤0.01%
+12,697
2372
$77K ﹤0.01%
+12,100
2373
$76K ﹤0.01%
+18,497
2374
$75K ﹤0.01%
+3,349
2375
$73K ﹤0.01%
+230