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
1051
$3.76M ﹤0.01%
121,824
+20,107
1052
$3.76M ﹤0.01%
94,345
1053
$3.76M ﹤0.01%
523,052
+6,255
1054
$3.76M ﹤0.01%
105,568
+9,670
1055
$3.75M ﹤0.01%
45,681
+2,424
1056
$3.75M ﹤0.01%
106,031
+17,409
1057
$3.75M ﹤0.01%
70,855
+11,574
1058
$3.75M ﹤0.01%
76,677
+8,116
1059
$3.73M ﹤0.01%
133,525
+29,778
1060
$3.73M ﹤0.01%
77,794
+17,598
1061
$3.73M ﹤0.01%
50,753
+4,324
1062
$3.72M ﹤0.01%
69,907
+4,427
1063
$3.72M ﹤0.01%
489,179
-144,732
1064
$3.72M ﹤0.01%
197,362
+35,641
1065
$3.72M ﹤0.01%
91,117
+44,396
1066
$3.7M ﹤0.01%
388,040
+59,915
1067
$3.69M ﹤0.01%
129,375
+16,053
1068
$3.67M ﹤0.01%
215,118
+45,447
1069
$3.59M ﹤0.01%
42,426
-380
1070
$3.59M ﹤0.01%
39,321
+6,066
1071
$3.54M ﹤0.01%
97,633
-22,809
1072
$3.53M ﹤0.01%
79,547
-913
1073
$3.52M ﹤0.01%
111,980
+15,297
1074
$3.52M ﹤0.01%
146,367
-810,096
1075
$3.51M ﹤0.01%
77,601
-13,006