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
$391B
AUM Growth
-$38.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,762
New
Increased
Reduced
Closed

Top Buys

1 +$957M
2 +$866M
3 +$692M
4
NVDA icon
NVIDIA
NVDA
+$639M
5
BABA icon
Alibaba
BABA
+$522M

Top Sells

1 +$20.3B
2 +$10.9B
3 +$1.64B
4
AMAT icon
Applied Materials
AMAT
+$1.09B
5
PLD icon
Prologis
PLD
+$1.03B

Sector Composition

1 Technology 29.67%
2 Financials 14.84%
3 Healthcare 13.16%
4 Communication Services 8.88%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$696K ﹤0.01%
454,944
-11,128
2427
$691K ﹤0.01%
68,480
2428
$686K ﹤0.01%
+240,024
2429
$684K ﹤0.01%
54,237
-9,669
2430
$682K ﹤0.01%
68,700
+2,636
2431
$679K ﹤0.01%
51,492
+34,981
2432
$676K ﹤0.01%
9,200
-174,348
2433
$676K ﹤0.01%
+26,700
2434
$673K ﹤0.01%
+5,701
2435
$668K ﹤0.01%
59,387
+6,368
2436
$665K ﹤0.01%
63,417
2437
$664K ﹤0.01%
27,683
2438
$662K ﹤0.01%
19,976
2439
$657K ﹤0.01%
+75,369
2440
$651K ﹤0.01%
+105,676
2441
$649K ﹤0.01%
34,913
+5,434
2442
$647K ﹤0.01%
+23,630
2443
$645K ﹤0.01%
82,990
2444
$643K ﹤0.01%
85,662
-407,903
2445
$640K ﹤0.01%
111,052
2446
$639K ﹤0.01%
+7,736
2447
$637K ﹤0.01%
123,744
+11,709
2448
$635K ﹤0.01%
45,350
+7,381
2449
$632K ﹤0.01%
55,373
+3,950
2450
$627K ﹤0.01%
531,321
-20,583