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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

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
2378
$334K ﹤0.01%
48,042
2379
$334K ﹤0.01%
9,388
2380
$333K ﹤0.01%
182,930
2381
$332K ﹤0.01%
17,952
2382
$331K ﹤0.01%
11,502
2383
$330K ﹤0.01%
41,287
2384
$329K ﹤0.01%
2,173
2385
$329K ﹤0.01%
20,585
2386
$329K ﹤0.01%
21,527
2387
$327K ﹤0.01%
35,857
2388
$325K ﹤0.01%
22,515
2389
$324K ﹤0.01%
78,793
2390
$323K ﹤0.01%
119,295
2391
$323K ﹤0.01%
26,243
2392
$321K ﹤0.01%
43,505
2393
$320K ﹤0.01%
23,834
2394
$319K ﹤0.01%
9,555
2395
$317K ﹤0.01%
37,382
2396
$316K ﹤0.01%
163,061
2397
$315K ﹤0.01%
59,059
2398
$315K ﹤0.01%
69,580
2399
$314K ﹤0.01%
108,711
2400
$313K ﹤0.01%
4,320