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
$223B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,780
New
Increased
Reduced
Closed

Top Buys

1 +$945M
2 +$881M
3 +$613M
4
TSLA icon
Tesla
TSLA
+$540M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$502M

Top Sells

1 +$959M
2 +$929M
3 +$336M
4
VMW
VMware, Inc
VMW
+$225M
5
NVDA icon
NVIDIA
NVDA
+$199M

Sector Composition

1 Technology 30.4%
2 Healthcare 13.37%
3 Consumer Discretionary 11.23%
4 Financials 10.99%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$264K ﹤0.01%
119,295
2402
$263K ﹤0.01%
8,502
2403
$259K ﹤0.01%
15,190
2404
$255K ﹤0.01%
11,457
2405
$254K ﹤0.01%
+7,600
2406
$254K ﹤0.01%
61,940
-206,107
2407
$249K ﹤0.01%
59,256
+33,334
2408
$248K ﹤0.01%
9,662
2409
$247K ﹤0.01%
4,527
+1,018
2410
$246K ﹤0.01%
45,308
2411
$244K ﹤0.01%
43,287
+19,810
2412
$244K ﹤0.01%
8,629
-6,362
2413
$243K ﹤0.01%
2,315
-1,526
2414
$242K ﹤0.01%
3,994
2415
$241K ﹤0.01%
6,844
2416
$240K ﹤0.01%
178,816
2417
$239K ﹤0.01%
1,879
-1,701
2418
$237K ﹤0.01%
10,039
2419
$235K ﹤0.01%
8,213
-6,866
2420
$235K ﹤0.01%
4,300
-3,697
2421
$234K ﹤0.01%
48,341
-637,877
2422
$234K ﹤0.01%
11,803
2423
$233K ﹤0.01%
+4,627
2424
$233K ﹤0.01%
15,161
-8,460
2425
$232K ﹤0.01%
36,721
+23,944