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
$206B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$313K ﹤0.01%
73,191
2402
$312K ﹤0.01%
3,994
2403
$311K ﹤0.01%
75,464
2404
$309K ﹤0.01%
12,341
2405
$308K ﹤0.01%
106,300
2406
$308K ﹤0.01%
4,536
2407
$308K ﹤0.01%
62,213
2408
$308K ﹤0.01%
79,261
2409
$304K ﹤0.01%
10,000
2410
$302K ﹤0.01%
90,068
2411
$301K ﹤0.01%
17,898
2412
$299K ﹤0.01%
14,473
2413
$298K ﹤0.01%
3,580
2414
$298K ﹤0.01%
49,116
2415
$297K ﹤0.01%
62,355
2416
$297K ﹤0.01%
178,816
2417
$294K ﹤0.01%
26,090
2418
$290K ﹤0.01%
966
2419
$290K ﹤0.01%
154,216
2420
$289K ﹤0.01%
19,000
2421
$289K ﹤0.01%
15,589
2422
$287K ﹤0.01%
13,207
2423
$286K ﹤0.01%
9,662
2424
$286K ﹤0.01%
8,394
2425
$282K ﹤0.01%
9,060