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
$241B
AUM Growth
+$7.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,816
New
Increased
Reduced
Closed

Top Buys

1 +$919M
2 +$576M
3 +$521M
4
PG icon
Procter & Gamble
PG
+$485M
5
SNAP icon
Snap
SNAP
+$412M

Top Sells

1 +$428M
2 +$350M
3 +$219M
4
MXIM
Maxim Integrated Products
MXIM
+$183M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$183M

Sector Composition

1 Technology 26.21%
2 Healthcare 13.25%
3 Financials 13.07%
4 Consumer Discretionary 12.28%
5 Communication Services 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$567K ﹤0.01%
28,715
2402
$565K ﹤0.01%
13,426
2403
$564K ﹤0.01%
7,674
-5,127
2404
$563K ﹤0.01%
64,638
2405
$563K ﹤0.01%
6,891
-3,762
2406
$563K ﹤0.01%
11,041
+483
2407
$563K ﹤0.01%
3,971
-524
2408
$560K ﹤0.01%
48,164
+5,410
2409
$553K ﹤0.01%
6,765
+1,000
2410
$553K ﹤0.01%
16,739
2411
$552K ﹤0.01%
39,325
2412
$550K ﹤0.01%
41,011
2413
$548K ﹤0.01%
12,746
2414
$548K ﹤0.01%
169,050
2415
$547K ﹤0.01%
20,219
2416
$545K ﹤0.01%
25,925
-6,920
2417
$545K ﹤0.01%
59,315
2418
$545K ﹤0.01%
2,534
2419
$545K ﹤0.01%
28,421
-28,570
2420
$542K ﹤0.01%
30,754
2421
$542K ﹤0.01%
9,947
+947
2422
$541K ﹤0.01%
66,338
-95,866
2423
$539K ﹤0.01%
12,807
2424
$537K ﹤0.01%
37,740
2425
$537K ﹤0.01%
20,424
+603