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
1101
$3.26M ﹤0.01%
51,910
-5,107
1102
$3.24M ﹤0.01%
154,729
+36,207
1103
$3.23M ﹤0.01%
37,207
+4,805
1104
$3.21M ﹤0.01%
62,602
+6,781
1105
$3.21M ﹤0.01%
135,418
-8,297
1106
$3.21M ﹤0.01%
45,448
-45,245
1107
$3.19M ﹤0.01%
88,512
+9,906
1108
$3.18M ﹤0.01%
45,813
+7,873
1109
$3.16M ﹤0.01%
170,756
+23,691
1110
$3.14M ﹤0.01%
201,515
+121,050
1111
$3.12M ﹤0.01%
75,968
+10,737
1112
$3.1M ﹤0.01%
208,537
+95,405
1113
$3.1M ﹤0.01%
51,201
+6,404
1114
$3.09M ﹤0.01%
64,245
+7,279
1115
$3.08M ﹤0.01%
40,892
+6,821
1116
$3.08M ﹤0.01%
1,086
-887
1117
$3.05M ﹤0.01%
31,696
+1,402
1118
$3.04M ﹤0.01%
148,935
-22,827
1119
$3.03M ﹤0.01%
34,111
+4,463
1120
$3.03M ﹤0.01%
114,536
+24,165
1121
$3.02M ﹤0.01%
72,919
+5,158
1122
$3.02M ﹤0.01%
158,900
1123
$3.01M ﹤0.01%
76,673
-19,453
1124
$3.01M ﹤0.01%
50,465
+7,804
1125
$3M ﹤0.01%
38,923
+5,663