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
$93.7B
AUM Growth
+$6.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,631
New
Increased
Reduced
Closed

Top Buys

1 +$268M
2 +$237M
3 +$184M
4
ALTR
Altera Corp
ALTR
+$159M
5
LYB icon
LyondellBasell Industries
LYB
+$159M

Top Sells

1 +$178M
2 +$176M
3 +$129M
4
UNP icon
Union Pacific
UNP
+$127M
5
RCL icon
Royal Caribbean
RCL
+$117M

Sector Composition

1 Financials 14.47%
2 Healthcare 14.45%
3 Technology 13.29%
4 Industrials 9.47%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2351
$205K ﹤0.01%
+7,650
2352
$205K ﹤0.01%
7,799
2353
$205K ﹤0.01%
3,452
2354
$204K ﹤0.01%
24,200
-293,100
2355
$204K ﹤0.01%
16,298
+2,100
2356
$203K ﹤0.01%
+7,800
2357
$202K ﹤0.01%
2,280
2358
$202K ﹤0.01%
+3,075
2359
$202K ﹤0.01%
5,400
2360
$202K ﹤0.01%
3,100
2361
$202K ﹤0.01%
11,216
+1,200
2362
$202K ﹤0.01%
18,798
+1,100
2363
$201K ﹤0.01%
+10,252
2364
$199K ﹤0.01%
1,427
+263
2365
$199K ﹤0.01%
14,088
2366
$197K ﹤0.01%
695
2367
$194K ﹤0.01%
27,898
+4,000
2368
$194K ﹤0.01%
24,703
-6,871
2369
$194K ﹤0.01%
+16,200
2370
$194K ﹤0.01%
12,999
+1,900
2371
$192K ﹤0.01%
+22,950
2372
$191K ﹤0.01%
22,396
2373
$189K ﹤0.01%
153,800
+118,900
2374
$189K ﹤0.01%
26,000
+11,500
2375
$189K ﹤0.01%
12,200