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
2426
$281K ﹤0.01%
1,204
2427
$281K ﹤0.01%
8,234
2428
$279K ﹤0.01%
3,509
2429
$278K ﹤0.01%
17,414
2430
$277K ﹤0.01%
34,672
2431
$275K ﹤0.01%
15,069
2432
$275K ﹤0.01%
198,000
2433
$274K ﹤0.01%
9,472
2434
$272K ﹤0.01%
28,399
2435
$271K ﹤0.01%
6,289
2436
$271K ﹤0.01%
199,451
2437
$270K ﹤0.01%
11,700
2438
$269K ﹤0.01%
152,662
2439
$269K ﹤0.01%
135,641
2440
$268K ﹤0.01%
11,803
2441
$267K ﹤0.01%
6,844
2442
$266K ﹤0.01%
10,039
2443
$265K ﹤0.01%
12,044
2444
$265K ﹤0.01%
14,103
2445
$263K ﹤0.01%
9,200
2446
$263K ﹤0.01%
15,190
2447
$262K ﹤0.01%
6,501
2448
$260K ﹤0.01%
8,502
2449
$260K ﹤0.01%
14,946
2450
$260K ﹤0.01%
16,956