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
$93.7B
AUM Growth
+$6.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,631
New
Increased
Reduced
Closed

Top Buys

1 +$268M
2 +$237M
3 +$184M
4
ALTR
Altera Corp
ALTR
+$159M
5
LYB icon
LyondellBasell Industries
LYB
+$159M

Top Sells

1 +$178M
2 +$176M
3 +$129M
4
UNP icon
Union Pacific
UNP
+$127M
5
RCL icon
Royal Caribbean
RCL
+$117M

Sector Composition

1 Financials 14.47%
2 Healthcare 14.45%
3 Technology 13.29%
4 Industrials 9.47%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$135K ﹤0.01%
11,298
2452
$135K ﹤0.01%
55,500
+31,100
2453
$134K ﹤0.01%
17,797
2454
$133K ﹤0.01%
28,321
-10,600
2455
$133K ﹤0.01%
14,597
2456
$133K ﹤0.01%
13,500
2457
$133K ﹤0.01%
+10,100
2458
$132K ﹤0.01%
7,350
2459
$132K ﹤0.01%
14,998
2460
$131K ﹤0.01%
34,700
2461
$130K ﹤0.01%
30,992
+5,900
2462
$130K ﹤0.01%
98,139
2463
$128K ﹤0.01%
26,700
+4,800
2464
$128K ﹤0.01%
65,493
2465
$128K ﹤0.01%
12,497
2466
$128K ﹤0.01%
11,900
2467
$127K ﹤0.01%
7,173
2468
$123K ﹤0.01%
17,900
+7,900
2469
$121K ﹤0.01%
1,970
+480
2470
$121K ﹤0.01%
16,198
+3,000
2471
$120K ﹤0.01%
2,230
2472
$119K ﹤0.01%
26,197
2473
$116K ﹤0.01%
10,097
2474
$116K ﹤0.01%
18,195
2475
$112K ﹤0.01%
15,798