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
2451
$259K ﹤0.01%
104,038
2452
$259K ﹤0.01%
30,119
2453
$257K ﹤0.01%
13,799
2454
$257K ﹤0.01%
27,953
2455
$257K ﹤0.01%
3,243
2456
$257K ﹤0.01%
16,788
2457
$257K ﹤0.01%
21,400
2458
$257K ﹤0.01%
29,668
2459
$257K ﹤0.01%
7,421
2460
$252K ﹤0.01%
13,644
2461
$250K ﹤0.01%
56,200
2462
$250K ﹤0.01%
17,454
2463
$245K ﹤0.01%
44,718
2464
$244K ﹤0.01%
3,749
2465
$244K ﹤0.01%
5,425
2466
$242K ﹤0.01%
2,634
2467
$240K ﹤0.01%
22,200
2468
$239K ﹤0.01%
14,000
2469
$237K ﹤0.01%
7,312
2470
$237K ﹤0.01%
45,308
2471
$236K ﹤0.01%
5,555
2472
$235K ﹤0.01%
25,831
2473
$234K ﹤0.01%
68,540
2474
$233K ﹤0.01%
9,635
2475
$232K ﹤0.01%
152,460