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
2351
$325K ﹤0.01%
31,076
-10,418
2352
$325K ﹤0.01%
5,575
+363
2353
$324K ﹤0.01%
13,318
-444,980
2354
$321K ﹤0.01%
+72,765
2355
$320K ﹤0.01%
30,804
+18,453
2356
$318K ﹤0.01%
107,316
+54,194
2357
$316K ﹤0.01%
43,277
-8,674
2358
$314K ﹤0.01%
13,436
-93,200
2359
$314K ﹤0.01%
117,644
+20,766
2360
$312K ﹤0.01%
43,505
2361
$312K ﹤0.01%
11,534
-126,682
2362
$311K ﹤0.01%
90,038
2363
$309K ﹤0.01%
31,963
2364
$309K ﹤0.01%
182,930
2365
$308K ﹤0.01%
37,071
2366
$307K ﹤0.01%
21,527
2367
$307K ﹤0.01%
71,000
-12,309
2368
$306K ﹤0.01%
98,641
2369
$305K ﹤0.01%
31,092
-4,373
2370
$304K ﹤0.01%
28,399
2371
$304K ﹤0.01%
10,525
+3,213
2372
$304K ﹤0.01%
16,921
2373
$302K ﹤0.01%
67,800
+8,556
2374
$300K ﹤0.01%
23,588
+13,439
2375
$300K ﹤0.01%
98,012
+68,344