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
$191B
AUM Growth
-$42.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,911
New
Increased
Reduced
Closed

Top Buys

1 +$1.19B
2 +$275M
3 +$160M
4
V icon
Visa
V
+$159M
5
BZ icon
Kanzhun
BZ
+$148M

Top Sells

1 +$469M
2 +$297M
3 +$247M
4
MSFT icon
Microsoft
MSFT
+$239M
5
TRP icon
TC Energy
TRP
+$214M

Sector Composition

1 Technology 26.55%
2 Healthcare 15.22%
3 Financials 12.07%
4 Consumer Discretionary 10.14%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$325K ﹤0.01%
14,972
-8,900
2452
$324K ﹤0.01%
+3,382
2453
$324K ﹤0.01%
+17,300
2454
$323K ﹤0.01%
23,423
-1,686
2455
$323K ﹤0.01%
32,755
+1,246
2456
$322K ﹤0.01%
108,536
+85
2457
$322K ﹤0.01%
39,782
+4,401
2458
$321K ﹤0.01%
18,856
-13,321
2459
$321K ﹤0.01%
4,751
+610
2460
$321K ﹤0.01%
13,830
+3,357
2461
$320K ﹤0.01%
33,872
+15,232
2462
$320K ﹤0.01%
23,720
-1,196
2463
$319K ﹤0.01%
13,207
2464
$319K ﹤0.01%
12,005
2465
$319K ﹤0.01%
14,999
-11,674
2466
$317K ﹤0.01%
123,984
+59,768
2467
$317K ﹤0.01%
58,470
-19,984
2468
$317K ﹤0.01%
173,921
-887,701
2469
$316K ﹤0.01%
4,672
2470
$315K ﹤0.01%
98,985
2471
$312K ﹤0.01%
1,713
2472
$311K ﹤0.01%
4,424
2473
$311K ﹤0.01%
+50,700
2474
$309K ﹤0.01%
110,752
2475
$307K ﹤0.01%
10,423
+1,989