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
$148B
AUM Growth
+$8.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,939
New
Increased
Reduced
Closed

Top Buys

1 +$485M
2 +$482M
3 +$390M
4
MA icon
Mastercard
MA
+$270M
5
CMCSA icon
Comcast
CMCSA
+$259M

Top Sells

1 +$225M
2 +$190M
3 +$179M
4
RHT
Red Hat Inc
RHT
+$166M
5
APC
Anadarko Petroleum
APC
+$108M

Sector Composition

1 Technology 18.8%
2 Financials 14.07%
3 Healthcare 13.13%
4 Consumer Discretionary 12.1%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$337K ﹤0.01%
99,241
+12,859
2377
$337K ﹤0.01%
21,457
+10,935
2378
$335K ﹤0.01%
+35,414
2379
$334K ﹤0.01%
6,178
2380
$333K ﹤0.01%
7,277
+1,646
2381
$332K ﹤0.01%
1,069
+609
2382
$332K ﹤0.01%
50,734
+17,334
2383
$332K ﹤0.01%
30,821
+5,165
2384
$332K ﹤0.01%
+23,137
2385
$330K ﹤0.01%
163,399
-46,766
2386
$330K ﹤0.01%
29,696
+15,972
2387
$329K ﹤0.01%
54,371
+7,714
2388
$328K ﹤0.01%
4,931
2389
$328K ﹤0.01%
6,265
2390
$328K ﹤0.01%
163,048
+47,142
2391
$328K ﹤0.01%
18,568
2392
$328K ﹤0.01%
31,465
+13,678
2393
$324K ﹤0.01%
85,951
+21,383
2394
$320K ﹤0.01%
8,239
+1,639
2395
$319K ﹤0.01%
49,942
+7,444
2396
$319K ﹤0.01%
11,700
+2,200
2397
$318K ﹤0.01%
3,692
+616
2398
$318K ﹤0.01%
56,387
+4,200
2399
$316K ﹤0.01%
9,100
2400
$315K ﹤0.01%
5,825
+1,351