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
$206B
AUM Growth
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,771
New
Increased
Reduced
Closed

Top Buys

1 +$940M
2 +$911M
3 +$800M
4
PDD icon
Pinduoduo
PDD
+$336M
5
AMD icon
Advanced Micro Devices
AMD
+$289M

Top Sells

1 +$485M
2 +$301M
3 +$236M
4
VMW
VMware, Inc
VMW
+$205M
5
TSM icon
TSMC
TSM
+$143M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$335K ﹤0.01%
36,827
2377
$335K ﹤0.01%
137,735
+18,689
2378
$334K ﹤0.01%
48,042
-9,804
2379
$334K ﹤0.01%
9,388
+1,554
2380
$333K ﹤0.01%
182,930
+35,732
2381
$332K ﹤0.01%
17,952
-19,608
2382
$331K ﹤0.01%
11,502
-8,206
2383
$330K ﹤0.01%
41,287
+5,508
2384
$329K ﹤0.01%
2,173
2385
$329K ﹤0.01%
20,585
+3,272
2386
$329K ﹤0.01%
21,527
2387
$327K ﹤0.01%
35,857
+9,953
2388
$325K ﹤0.01%
22,515
+1,160
2389
$324K ﹤0.01%
78,793
2390
$323K ﹤0.01%
119,295
2391
$323K ﹤0.01%
26,243
-234
2392
$321K ﹤0.01%
43,505
2393
$320K ﹤0.01%
23,834
-3,745
2394
$319K ﹤0.01%
9,555
2395
$317K ﹤0.01%
+37,382
2396
$316K ﹤0.01%
163,061
+1,479
2397
$315K ﹤0.01%
59,059
+3,864
2398
$315K ﹤0.01%
69,580
+16,180
2399
$314K ﹤0.01%
+108,711
2400
$313K ﹤0.01%
+4,320