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
$429B
AUM Growth
+$39.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,857
New
Increased
Reduced
Closed

Top Buys

1 +$3.29B
2 +$2.75B
3 +$2.26B
4
AMZN icon
Amazon
AMZN
+$1.79B
5
UNH icon
UnitedHealth
UNH
+$1.16B

Top Sells

1 +$1.19B
2 +$415M
3 +$288M
4
HDB icon
HDFC Bank
HDB
+$211M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$202M

Sector Composition

1 Technology 34.76%
2 Financials 12.98%
3 Consumer Discretionary 11.47%
4 Healthcare 10.94%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$770K ﹤0.01%
+72,622
2427
$749K ﹤0.01%
83,550
-41,024
2428
$744K ﹤0.01%
91,101
+10,584
2429
$743K ﹤0.01%
292,699
-745,711
2430
$738K ﹤0.01%
24,071
+1,529
2431
$735K ﹤0.01%
200,792
2432
$734K ﹤0.01%
47,057
+24,937
2433
$733K ﹤0.01%
254,500
-782,980
2434
$724K ﹤0.01%
32,923
-7,127
2435
$722K ﹤0.01%
237,409
-27,801
2436
$720K ﹤0.01%
73,661
2437
$715K ﹤0.01%
61,529
+3,157
2438
$714K ﹤0.01%
28,579
+1,757
2439
$712K ﹤0.01%
15,903
2440
$711K ﹤0.01%
+118,593
2441
$706K ﹤0.01%
12,974
+1,629
2442
$706K ﹤0.01%
27,683
+3,141
2443
$706K ﹤0.01%
66,064
+9,039
2444
$701K ﹤0.01%
91,055
+4,053
2445
$701K ﹤0.01%
32,584
-8,491
2446
$700K ﹤0.01%
55,356
-49,688
2447
$698K ﹤0.01%
17,107
+1,696
2448
$697K ﹤0.01%
149,945
+61,924
2449
$697K ﹤0.01%
14,407
2450
$695K ﹤0.01%
11,388
+250