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
$164B
AUM Growth
+$24.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,611
New
Increased
Reduced
Closed

Top Buys

1 +$383M
2 +$262M
3 +$183M
4
APTV icon
Aptiv
APTV
+$175M
5
TMUS icon
T-Mobile US
TMUS
+$170M

Top Sells

1 +$591M
2 +$567M
3 +$464M
4
AMZN icon
Amazon
AMZN
+$268M
5
ABT icon
Abbott
ABT
+$266M

Sector Composition

1 Technology 22.77%
2 Healthcare 13.92%
3 Consumer Discretionary 13.52%
4 Financials 11.89%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$165K ﹤0.01%
10,300
-10,203
2377
$162K ﹤0.01%
15,400
2378
$159K ﹤0.01%
+10,304
2379
$153K ﹤0.01%
10,342
2380
$152K ﹤0.01%
930
-425
2381
$152K ﹤0.01%
+13,100
2382
$151K ﹤0.01%
138,446
-24,062
2383
$149K ﹤0.01%
69,873
+29,345
2384
$146K ﹤0.01%
17,898
2385
$145K ﹤0.01%
1,231
-2,217
2386
$144K ﹤0.01%
29,422
+7,093
2387
$141K ﹤0.01%
13,124
+1,073
2388
$141K ﹤0.01%
+680
2389
$138K ﹤0.01%
+13,600
2390
$137K ﹤0.01%
16,310
-10,320
2391
$135K ﹤0.01%
+6,542
2392
$134K ﹤0.01%
12,800
2393
$133K ﹤0.01%
149,800
-18,503
2394
$130K ﹤0.01%
45,668
2395
$127K ﹤0.01%
21,298
+10,998
2396
$125K ﹤0.01%
4,304
-1,800
2397
$124K ﹤0.01%
12,400
-10,421
2398
$117K ﹤0.01%
14,700
+1,058
2399
$115K ﹤0.01%
14,725
2400
$113K ﹤0.01%
353,395
-241,915