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
$233B
AUM Growth
-$27.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1 +$591M
2 +$542M
3 +$370M
4
BIDU icon
Baidu
BIDU
+$306M
5
NVDA icon
NVIDIA
NVDA
+$284M

Top Sells

1 +$758M
2 +$528M
3 +$521M
4
SHOP icon
Shopify
SHOP
+$467M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$403M

Sector Composition

1 Technology 27.74%
2 Healthcare 13.27%
3 Financials 12.04%
4 Consumer Discretionary 11.3%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2351
$586K ﹤0.01%
37,515
2352
$586K ﹤0.01%
78,454
2353
$585K ﹤0.01%
13,590
2354
$585K ﹤0.01%
35,302
2355
$585K ﹤0.01%
41,529
+11,100
2356
$585K ﹤0.01%
28,715
2357
$585K ﹤0.01%
69,204
+3,657
2358
$584K ﹤0.01%
20,031
2359
$582K ﹤0.01%
86,407
2360
$581K ﹤0.01%
33,484
2361
$580K ﹤0.01%
26,350
+425
2362
$578K ﹤0.01%
31,800
-8,700
2363
$577K ﹤0.01%
29,972
2364
$576K ﹤0.01%
15,581
2365
$576K ﹤0.01%
8,271
2366
$574K ﹤0.01%
4,033
+2
2367
$571K ﹤0.01%
40,555
+25,797
2368
$570K ﹤0.01%
10,100
2369
$569K ﹤0.01%
23,007
2370
$566K ﹤0.01%
100,861
2371
$559K ﹤0.01%
95,375
+45,164
2372
$557K ﹤0.01%
2,534
2373
$557K ﹤0.01%
33,570
2374
$553K ﹤0.01%
13,426
2375
$552K ﹤0.01%
82,413
+1,438