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
$164B
AUM Growth
+$24.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,611
New
Increased
Reduced
Closed

Top Buys

1 +$383M
2 +$262M
3 +$183M
4
APTV icon
Aptiv
APTV
+$175M
5
TMUS icon
T-Mobile US
TMUS
+$170M

Top Sells

1 +$591M
2 +$567M
3 +$464M
4
AMZN icon
Amazon
AMZN
+$268M
5
ABT icon
Abbott
ABT
+$266M

Sector Composition

1 Technology 22.77%
2 Healthcare 13.92%
3 Consumer Discretionary 13.52%
4 Financials 11.89%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$105K ﹤0.01%
+10,200
2402
$99.6K ﹤0.01%
13,260
2403
$99.2K ﹤0.01%
+15,800
2404
$88.3K ﹤0.01%
11,500
-172,533
2405
$85.4K ﹤0.01%
+11,061
2406
$84.1K ﹤0.01%
10,286
-11,814
2407
$80.4K ﹤0.01%
+10,193
2408
$76.6K ﹤0.01%
+10,300
2409
$68.2K ﹤0.01%
14,356
-42,683
2410
$65K ﹤0.01%
+12,333
2411
$62.6K ﹤0.01%
1,392
2412
$61.9K ﹤0.01%
26,334
2413
$56.6K ﹤0.01%
54,146
2414
$54.9K ﹤0.01%
16,200
2415
$53.9K ﹤0.01%
27,500
2416
$45.5K ﹤0.01%
10,940
-7,723
2417
$29K ﹤0.01%
3,827
-22,259
2418
$28.4K ﹤0.01%
1,878
-6,249
2419
$4.7K ﹤0.01%
17,247
2420
-364,106
2421
-30,100
2422
-11,146
2423
-17,593
2424
-11,219
2425
-142,886