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
$103B
AUM Growth
+$5.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,604
New
Increased
Reduced
Closed

Top Buys

1 +$199M
2 +$194M
3 +$133M
4
EOG icon
EOG Resources
EOG
+$132M
5
WAB icon
Wabtec
WAB
+$126M

Top Sells

1 +$176M
2 +$170M
3 +$120M
4
CVX icon
Chevron
CVX
+$119M
5
ADI icon
Analog Devices
ADI
+$109M

Sector Composition

1 Technology 15.61%
2 Financials 14.91%
3 Healthcare 14.18%
4 Consumer Discretionary 10.7%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$3.63M ﹤0.01%
68,696
-5,684
1102
$3.62M ﹤0.01%
69,620
+9,455
1103
$3.62M ﹤0.01%
75,475
+13,959
1104
$3.6M ﹤0.01%
111,199
+5,991
1105
$3.59M ﹤0.01%
84,229
+29,227
1106
$3.59M ﹤0.01%
70,639
+11,131
1107
$3.54M ﹤0.01%
125,942
-151,316
1108
$3.52M ﹤0.01%
72,286
+12,196
1109
$3.51M ﹤0.01%
76,783
-2,764
1110
$3.5M ﹤0.01%
120,060
+7,714
1111
$3.48M ﹤0.01%
39,277
+1,992
1112
$3.48M ﹤0.01%
126,770
+9,221
1113
$3.47M ﹤0.01%
126,842
+17,547
1114
$3.45M ﹤0.01%
62,626
+11,795
1115
$3.45M ﹤0.01%
52,283
-258,916
1116
$3.44M ﹤0.01%
57,744
+7,504
1117
$3.44M ﹤0.01%
29,342
+5,973
1118
$3.44M ﹤0.01%
79,318
+21,612
1119
$3.42M ﹤0.01%
69,580
+14,030
1120
$3.42M ﹤0.01%
219,937
+20,310
1121
$3.42M ﹤0.01%
115,863
+4,840
1122
$3.42M ﹤0.01%
68,055
+2,091
1123
$3.41M ﹤0.01%
33,381
+3,368
1124
$3.38M ﹤0.01%
85,756
+4,887
1125
$3.37M ﹤0.01%
60,440
+9,975