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
2451
$695K ﹤0.01%
53,019
+19,831
2452
$694K ﹤0.01%
19,976
+2,127
2453
$691K ﹤0.01%
+16,200
2454
$691K ﹤0.01%
7,624
+1,052
2455
$690K ﹤0.01%
174,646
+41,437
2456
$687K ﹤0.01%
25,210
+2,462
2457
$684K ﹤0.01%
+65,155
2458
$680K ﹤0.01%
38,565
+1,148
2459
$680K ﹤0.01%
111,052
+18,903
2460
$676K ﹤0.01%
119,818
+4,777
2461
$675K ﹤0.01%
71,835
+16,620
2462
$675K ﹤0.01%
202,627
2463
$674K ﹤0.01%
36,418
+18,261
2464
$674K ﹤0.01%
106,011
+13,154
2465
$673K ﹤0.01%
90,349
+21,719
2466
$673K ﹤0.01%
7,264
+2,774
2467
$672K ﹤0.01%
230,293
+35,352
2468
$670K ﹤0.01%
261,734
-1,283,068
2469
$667K ﹤0.01%
38,308
+4,773
2470
$666K ﹤0.01%
92,392
+13,126
2471
$660K ﹤0.01%
55,635
+5,410
2472
$656K ﹤0.01%
19,080
+9,387
2473
$655K ﹤0.01%
+6,964
2474
$639K ﹤0.01%
112,035
+24,507
2475
$636K ﹤0.01%
9,269
-694,975