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
$191B
AUM Growth
-$42.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,911
New
Increased
Reduced
Closed

Top Buys

1 +$1.19B
2 +$275M
3 +$160M
4
V icon
Visa
V
+$159M
5
BZ icon
Kanzhun
BZ
+$148M

Top Sells

1 +$469M
2 +$297M
3 +$247M
4
MSFT icon
Microsoft
MSFT
+$239M
5
TRP icon
TC Energy
TRP
+$214M

Sector Composition

1 Technology 26.55%
2 Healthcare 15.22%
3 Financials 12.07%
4 Consumer Discretionary 10.14%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$366K ﹤0.01%
11,320
-8,895
2402
$365K ﹤0.01%
25,106
2403
$364K ﹤0.01%
+16,969
2404
$364K ﹤0.01%
+80,619
2405
$364K ﹤0.01%
12,736
2406
$364K ﹤0.01%
51,949
+19,473
2407
$363K ﹤0.01%
112,839
2408
$361K ﹤0.01%
3,902
+379
2409
$360K ﹤0.01%
7,253
+4,538
2410
$359K ﹤0.01%
84,500
+16,414
2411
$358K ﹤0.01%
7,468
2412
$358K ﹤0.01%
551
2413
$358K ﹤0.01%
+79,236
2414
$358K ﹤0.01%
14,798
-8,769
2415
$357K ﹤0.01%
34,838
-10,536
2416
$356K ﹤0.01%
44,084
+31,279
2417
$356K ﹤0.01%
52,172
-33,350
2418
$355K ﹤0.01%
7,747
+2,022
2419
$355K ﹤0.01%
136,907
2420
$354K ﹤0.01%
+24,400
2421
$354K ﹤0.01%
+25,522
2422
$354K ﹤0.01%
18,601
2423
$351K ﹤0.01%
+89,308
2424
$351K ﹤0.01%
39,184
+6,663
2425
$350K ﹤0.01%
100,192
+61,687