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
$87.7B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.02B
3 +$198M
4
PRGO icon
Perrigo
PRGO
+$142M
5
COO icon
Cooper Companies
COO
+$138M

Top Sells

1 +$703M
2 +$227M
3 +$185M
4
XOM icon
Exxon Mobil
XOM
+$176M
5
LNKD
LinkedIn Corporation
LNKD
+$150M

Sector Composition

1 Healthcare 16.88%
2 Financials 14.42%
3 Technology 14.1%
4 Consumer Discretionary 10.24%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2351
$256K ﹤0.01%
19,914
+4,000
2352
$255K ﹤0.01%
19,000
2353
$255K ﹤0.01%
39,097
2354
$255K ﹤0.01%
7,200
2355
$254K ﹤0.01%
23,991
2356
$254K ﹤0.01%
16,299
+1,000
2357
$253K ﹤0.01%
8,999
2358
$253K ﹤0.01%
7,363
2359
$253K ﹤0.01%
15,899
+1,000
2360
$253K ﹤0.01%
71,996
2361
$252K ﹤0.01%
18,100
2362
$252K ﹤0.01%
11,000
2363
$252K ﹤0.01%
21,099
-1,200
2364
$249K ﹤0.01%
14,334
-1,100
2365
$249K ﹤0.01%
22,600
+100
2366
$248K ﹤0.01%
13,098
2367
$247K ﹤0.01%
+9,436
2368
$247K ﹤0.01%
13,800
2369
$247K ﹤0.01%
+15,785
2370
$246K ﹤0.01%
13,068
2371
$246K ﹤0.01%
6,200
+500
2372
$246K ﹤0.01%
1,007
+35
2373
$245K ﹤0.01%
27,195
2374
$245K ﹤0.01%
6,100
2375
$245K ﹤0.01%
+8,099