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
$98.1B
AUM Growth
+$8.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,661
New
Increased
Reduced
Closed

Top Buys

1 +$211M
2 +$155M
3 +$142M
4
ADI icon
Analog Devices
ADI
+$136M
5
MRK icon
Merck
MRK
+$127M

Top Sells

1 +$190M
2 +$156M
3 +$133M
4
ACN icon
Accenture
ACN
+$117M
5
MCD icon
McDonald's
MCD
+$99.6M

Sector Composition

1 Technology 15.66%
2 Financials 14.72%
3 Healthcare 13.96%
4 Consumer Discretionary 10.11%
5 Communication Services 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$48.5M 0.05%
3,628,217
-231,316
402
$48.4M 0.05%
1,740,716
+149,088
403
$48.4M 0.05%
647,211
+20,666
404
$48.4M 0.05%
49,565
+3,128
405
$48.2M 0.05%
1,350,963
+18,663
406
$47.9M 0.05%
373,486
+39,408
407
$47.7M 0.05%
1,558,878
+165,363
408
$47.3M 0.05%
1,490,959
-599,318
409
$47.3M 0.05%
695,579
+35,542
410
$47.1M 0.05%
165,284
+26,119
411
$47M 0.05%
861,302
+47,896
412
$46.7M 0.05%
793,146
+70,424
413
$46.6M 0.05%
882,075
+78,851
414
$46.6M 0.05%
646,478
+37,649
415
$46.3M 0.05%
590,710
+7,288
416
$46.2M 0.05%
1,470,994
-235,391
417
$46.1M 0.05%
659,527
+659,516
418
$46M 0.05%
704,417
+6,935
419
$46M 0.05%
1,247,162
+116,532
420
$46M 0.05%
1,179,217
+142,124
421
$45.8M 0.05%
753,895
+5,559
422
$45.6M 0.05%
1,155,896
+141,380
423
$45.6M 0.05%
500,284
-138,561
424
$45.4M 0.05%
362,874
+29,864
425
$45.1M 0.05%
1,022,037
+38,676