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
2376
$552K ﹤0.01%
12,746
+5,053
2377
$551K ﹤0.01%
39,325
2378
$550K ﹤0.01%
16,000
+9,600
2379
$549K ﹤0.01%
62,128
2380
$547K ﹤0.01%
+11,677
2381
$547K ﹤0.01%
24,192
+370
2382
$544K ﹤0.01%
53,202
2383
$543K ﹤0.01%
6,980
2384
$542K ﹤0.01%
19,347
2385
$542K ﹤0.01%
48,164
2386
$541K ﹤0.01%
136,907
2387
$534K ﹤0.01%
4,424
+2,994
2388
$534K ﹤0.01%
10,193
+3,900
2389
$534K ﹤0.01%
35,381
2390
$531K ﹤0.01%
24,674
2391
$531K ﹤0.01%
37,869
2392
$528K ﹤0.01%
80,192
2393
$527K ﹤0.01%
10,188
2394
$519K ﹤0.01%
78,939
+9,094
2395
$515K ﹤0.01%
27,667
+416
2396
$512K ﹤0.01%
28,320
+477
2397
$512K ﹤0.01%
6,351
2398
$509K ﹤0.01%
27,868
2399
$509K ﹤0.01%
35,432
2400
$507K ﹤0.01%
11,798
+6,400