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
$87.7B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.02B
3 +$198M
4
PRGO icon
Perrigo
PRGO
+$142M
5
COO icon
Cooper Companies
COO
+$138M

Top Sells

1 +$703M
2 +$227M
3 +$185M
4
XOM icon
Exxon Mobil
XOM
+$176M
5
LNKD
LinkedIn Corporation
LNKD
+$150M

Sector Composition

1 Healthcare 16.88%
2 Financials 14.42%
3 Technology 14.1%
4 Consumer Discretionary 10.24%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$219K ﹤0.01%
+5,900
2427
$219K ﹤0.01%
9,700
2428
$218K ﹤0.01%
27,997
2429
$217K ﹤0.01%
+4,800
2430
$216K ﹤0.01%
52,941
+16,600
2431
$216K ﹤0.01%
9,700
+800
2432
$215K ﹤0.01%
15,099
2433
$215K ﹤0.01%
+17,633
2434
$215K ﹤0.01%
13,000
2435
$214K ﹤0.01%
+5,792
2436
$214K ﹤0.01%
+13,409
2437
$213K ﹤0.01%
9,500
2438
$213K ﹤0.01%
10,499
2439
$213K ﹤0.01%
5,400
2440
$213K ﹤0.01%
6,800
+1,000
2441
$213K ﹤0.01%
+5,731
2442
$212K ﹤0.01%
6,919
+940
2443
$212K ﹤0.01%
7,600
2444
$211K ﹤0.01%
+4,100
2445
$210K ﹤0.01%
+5,500
2446
$210K ﹤0.01%
29,898
-1,700
2447
$210K ﹤0.01%
4,915
2448
$210K ﹤0.01%
22,800
-600
2449
$209K ﹤0.01%
5,970
2450
$209K ﹤0.01%
2,592
+800