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
$92.9B
AUM Growth
+$4.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1 +$379M
2 +$293M
3 +$166M
4
VZ icon
Verizon
VZ
+$153M
5
FTV icon
Fortive
FTV
+$142M

Top Sells

1 +$192M
2 +$180M
3 +$165M
4
EMC
EMC CORPORATION
EMC
+$151M
5
AMGN icon
Amgen
AMGN
+$116M

Sector Composition

1 Healthcare 15.26%
2 Technology 15.17%
3 Financials 13.08%
4 Consumer Discretionary 10.57%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$183K ﹤0.01%
13,600
2427
$182K ﹤0.01%
19,300
2428
$181K ﹤0.01%
26,100
+7,300
2429
$179K ﹤0.01%
15,241
2430
$178K ﹤0.01%
66,597
2431
$178K ﹤0.01%
15,099
2432
$178K ﹤0.01%
13,900
2433
$178K ﹤0.01%
13,899
2434
$176K ﹤0.01%
1,940
2435
$176K ﹤0.01%
2,310
2436
$176K ﹤0.01%
17,497
2437
$175K ﹤0.01%
23,800
2438
$175K ﹤0.01%
50,097
2439
$174K ﹤0.01%
16,648
2440
$172K ﹤0.01%
14,498
2441
$172K ﹤0.01%
10,000
2442
$172K ﹤0.01%
13,300
2443
$170K ﹤0.01%
12,797
2444
$170K ﹤0.01%
24,000
2445
$168K ﹤0.01%
15,100
2446
$167K ﹤0.01%
28,600
2447
$165K ﹤0.01%
2,660
2448
$165K ﹤0.01%
796
2449
$163K ﹤0.01%
1,203
2450
$163K ﹤0.01%
19,799