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
$101B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,630
New
Increased
Reduced
Closed

Top Buys

1 +$210M
2 +$147M
3 +$140M
4
BABA icon
Alibaba
BABA
+$135M
5
C icon
Citigroup
C
+$131M

Top Sells

1 +$287M
2 +$188M
3 +$171M
4
MNST icon
Monster Beverage
MNST
+$167M
5
MA icon
Mastercard
MA
+$124M

Sector Composition

1 Healthcare 14.83%
2 Technology 14.54%
3 Financials 14.28%
4 Consumer Discretionary 9%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$140K ﹤0.01%
4,359
2402
$137K ﹤0.01%
119,893
2403
$137K ﹤0.01%
12,900
2404
$136K ﹤0.01%
65,300
2405
$136K ﹤0.01%
59,733
-8,534
2406
$136K ﹤0.01%
+13,500
2407
$133K ﹤0.01%
10,200
2408
$133K ﹤0.01%
17,998
+2,100
2409
$133K ﹤0.01%
3,452
2410
$132K ﹤0.01%
48,683
2411
$132K ﹤0.01%
14,299
2412
$131K ﹤0.01%
10,314
2413
$131K ﹤0.01%
38,096
2414
$130K ﹤0.01%
18,195
2415
$130K ﹤0.01%
878,153
+306,508
2416
$129K ﹤0.01%
11,298
2417
$129K ﹤0.01%
10,898
2418
$128K ﹤0.01%
15,798
2419
$127K ﹤0.01%
11,900
2420
$125K ﹤0.01%
10,198
2421
$125K ﹤0.01%
56,895
2422
$124K ﹤0.01%
11,900
2423
$123K ﹤0.01%
10,990
2424
$123K ﹤0.01%
3,260
2425
$123K ﹤0.01%
22,897