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
$140B
AUM Growth
+$5.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,929
New
Increased
Reduced
Closed

Top Buys

1 +$358M
2 +$219M
3 +$169M
4
DIS icon
Walt Disney
DIS
+$166M
5
MRK icon
Merck
MRK
+$165M

Top Sells

1 +$222M
2 +$191M
3 +$183M
4
META icon
Meta Platforms (Facebook)
META
+$178M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$168M

Sector Composition

1 Technology 18.35%
2 Financials 14.07%
3 Healthcare 13.31%
4 Consumer Discretionary 12.06%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$26.5M 0.02%
289,788
-46,071
677
$26.5M 0.02%
830,351
+9,219
678
$26.4M 0.02%
363,957
+6,264
679
$26.1M 0.02%
150,508
+92,395
680
$25.7M 0.02%
488,076
+16,719
681
$25.7M 0.02%
212,531
+14,056
682
$25.4M 0.02%
249,293
+220,448
683
$25.3M 0.02%
755,919
-3,913
684
$25.3M 0.02%
527,327
-87,942
685
$25.2M 0.02%
412,624
-6,575
686
$24.7M 0.02%
97,036
+65,392
687
$24.6M 0.02%
216,842
+21,069
688
$24.6M 0.02%
349,399
-3,432
689
$24.5M 0.02%
451,899
+255,044
690
$24.5M 0.02%
665,346
-5,197
691
$24.3M 0.02%
1,078,143
+22,769
692
$24.2M 0.02%
878,421
-73,822
693
$24.1M 0.02%
429,224
-38,336
694
$24.1M 0.02%
522,372
+2,793
695
$23.8M 0.02%
294,015
+17,832
696
$23.8M 0.02%
44,637
-4,579
697
$23.6M 0.02%
39,306
+2,068
698
$23.6M 0.02%
476,367
-6,059
699
$23.2M 0.02%
491,526
-119,115
700
$23.1M 0.02%
1,324,362
-18,746