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
$429B
AUM Growth
+$39.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,857
New
Increased
Reduced
Closed

Top Buys

1 +$3.29B
2 +$2.75B
3 +$2.26B
4
AMZN icon
Amazon
AMZN
+$1.79B
5
UNH icon
UnitedHealth
UNH
+$1.16B

Top Sells

1 +$1.19B
2 +$415M
3 +$288M
4
HDB icon
HDFC Bank
HDB
+$211M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$202M

Sector Composition

1 Technology 34.76%
2 Financials 12.98%
3 Consumer Discretionary 11.47%
4 Healthcare 10.94%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$912K ﹤0.01%
39,200
+5,176
2377
$910K ﹤0.01%
64,029
+3,048
2378
$910K ﹤0.01%
81,781
+9,882
2379
$908K ﹤0.01%
28,434
+2,742
2380
$906K ﹤0.01%
40,685
+8,279
2381
$906K ﹤0.01%
26,402
+723
2382
$898K ﹤0.01%
71,178
+2,222
2383
$897K ﹤0.01%
+4,321
2384
$895K ﹤0.01%
24,527
+4,208
2385
$893K ﹤0.01%
131,480
+27,138
2386
$891K ﹤0.01%
160,828
+875
2387
$888K ﹤0.01%
75,063
+5,575
2388
$886K ﹤0.01%
52,189
-153,567
2389
$884K ﹤0.01%
384,477
+112,701
2390
$884K ﹤0.01%
+49,559
2391
$877K ﹤0.01%
436,252
-1,519,493
2392
$875K ﹤0.01%
20,335
+3,639
2393
$874K ﹤0.01%
42,337
+5,841
2394
$872K ﹤0.01%
12,484
+1,309
2395
$872K ﹤0.01%
45,812
+6,641
2396
$871K ﹤0.01%
82,990
+5,958
2397
$869K ﹤0.01%
80,065
+30,215
2398
$866K ﹤0.01%
288,712
2399
$864K ﹤0.01%
44,476
-1,784
2400
$863K ﹤0.01%
10,268