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
$130B
AUM Growth
+$3.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,864
New
Increased
Reduced
Closed

Top Buys

1 +$414M
2 +$323M
3 +$173M
4
PEP icon
PepsiCo
PEP
+$166M
5
HDB icon
HDFC Bank
HDB
+$137M

Top Sells

1 +$599M
2 +$290M
3 +$264M
4
MON
Monsanto Co
MON
+$177M
5
HON icon
Honeywell
HON
+$162M

Sector Composition

1 Technology 17.64%
2 Financials 14.82%
3 Healthcare 12.48%
4 Consumer Discretionary 12.18%
5 Communication Services 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$218K ﹤0.01%
13,299
2402
$218K ﹤0.01%
+4,800
2403
$217K ﹤0.01%
+26,200
2404
$217K ﹤0.01%
+8,200
2405
$215K ﹤0.01%
+7,091
2406
$214K ﹤0.01%
+6,610
2407
$213K ﹤0.01%
+14,800
2408
$212K ﹤0.01%
6,225
+5,932
2409
$212K ﹤0.01%
16,570
2410
$212K ﹤0.01%
27,655
2411
$211K ﹤0.01%
10,800
2412
$211K ﹤0.01%
+6,868
2413
$210K ﹤0.01%
6,600
2414
$210K ﹤0.01%
1,719
-752,060
2415
$208K ﹤0.01%
7,700
2416
$207K ﹤0.01%
3,493
+176
2417
$207K ﹤0.01%
+5,999
2418
$207K ﹤0.01%
13,200
2419
$207K ﹤0.01%
13,900
-14,485
2420
$207K ﹤0.01%
9,119
2421
$206K ﹤0.01%
14,400
2422
$206K ﹤0.01%
4,275
+4,235
2423
$206K ﹤0.01%
+11,000
2424
$204K ﹤0.01%
+7,199
2425
$204K ﹤0.01%
4,747
+2,843