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
$101B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,630
New
Increased
Reduced
Closed

Top Buys

1 +$210M
2 +$147M
3 +$140M
4
BABA icon
Alibaba
BABA
+$135M
5
C icon
Citigroup
C
+$131M

Top Sells

1 +$287M
2 +$188M
3 +$171M
4
MNST icon
Monster Beverage
MNST
+$167M
5
MA icon
Mastercard
MA
+$124M

Sector Composition

1 Healthcare 14.83%
2 Technology 14.54%
3 Financials 14.28%
4 Consumer Discretionary 9%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$167K ﹤0.01%
1,815
2377
$167K ﹤0.01%
10,598
2378
$165K ﹤0.01%
19,199
2379
$164K ﹤0.01%
5,220
2380
$163K ﹤0.01%
12,999
+2,500
2381
$163K ﹤0.01%
61,496
2382
$161K ﹤0.01%
33,900
+4,900
2383
$160K ﹤0.01%
5,775
2384
$160K ﹤0.01%
19,194
2385
$159K ﹤0.01%
11,599
2386
$158K ﹤0.01%
10,300
2387
$158K ﹤0.01%
19,796
2388
$157K ﹤0.01%
14,398
2389
$155K ﹤0.01%
15,796
2390
$151K ﹤0.01%
11,399
2391
$150K ﹤0.01%
28,300
2392
$145K ﹤0.01%
2,280
2393
$145K ﹤0.01%
+11,199
2394
$145K ﹤0.01%
42,396
2395
$145K ﹤0.01%
3,453
2396
$145K ﹤0.01%
20,796
2397
$143K ﹤0.01%
22,200
2398
$143K ﹤0.01%
1,427
2399
$143K ﹤0.01%
17,699
2400
$141K ﹤0.01%
12,200