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
1176
$2.7M ﹤0.01%
35,240
+5,747
1177
$2.69M ﹤0.01%
72,080
+15,087
1178
$2.68M ﹤0.01%
944,174
-49,127
1179
$2.68M ﹤0.01%
5,913
+445
1180
$2.66M ﹤0.01%
58,422
+6,663
1181
$2.66M ﹤0.01%
113,707
+2,449
1182
$2.65M ﹤0.01%
179,378
-65,155
1183
$2.65M ﹤0.01%
117,549
+23,175
1184
$2.64M ﹤0.01%
36,644
-2,851
1185
$2.64M ﹤0.01%
91,532
-6,280
1186
$2.63M ﹤0.01%
30,773
+4,673
1187
$2.62M ﹤0.01%
28,107
+3,682
1188
$2.62M ﹤0.01%
47,167
+5,671
1189
$2.62M ﹤0.01%
65,964
+12,521
1190
$2.62M ﹤0.01%
64,246
+12,036
1191
$2.61M ﹤0.01%
23,369
+3,826
1192
$2.61M ﹤0.01%
55,858
-12,922
1193
$2.59M ﹤0.01%
201,145
+14,404
1194
$2.59M ﹤0.01%
20,443
+4,087
1195
$2.58M ﹤0.01%
22,931
+2,820
1196
$2.58M ﹤0.01%
38,861
+9,298
1197
$2.58M ﹤0.01%
116,373
+30,997
1198
$2.58M ﹤0.01%
83,900
-3,673
1199
$2.57M ﹤0.01%
46,149
-20,624
1200
$2.57M ﹤0.01%
45,635
+7,247