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
1176
$2.93M ﹤0.01%
303,282
-25,342
1177
$2.93M ﹤0.01%
48,175
+3,180
1178
$2.92M ﹤0.01%
45,490
+8,940
1179
$2.92M ﹤0.01%
193,334
+9,832
1180
$2.89M ﹤0.01%
58,061
+5,872
1181
$2.89M ﹤0.01%
134,554
-1,020
1182
$2.88M ﹤0.01%
55,035
+9,081
1183
$2.88M ﹤0.01%
29,255
+7,070
1184
$2.87M ﹤0.01%
165,906
+15,672
1185
$2.87M ﹤0.01%
230,450
-116,860
1186
$2.87M ﹤0.01%
126,516
+17,687
1187
$2.86M ﹤0.01%
46,758
+13,573
1188
$2.86M ﹤0.01%
27,471
+3,689
1189
$2.85M ﹤0.01%
6,997
+287
1190
$2.84M ﹤0.01%
467,293
-902,368
1191
$2.83M ﹤0.01%
27,345
+5,698
1192
$2.83M ﹤0.01%
102,582
-6,644
1193
$2.82M ﹤0.01%
119,375
+5,668
1194
$2.82M ﹤0.01%
115,325
+469
1195
$2.8M ﹤0.01%
41,633
-631
1196
$2.79M ﹤0.01%
58,152
+12,852
1197
$2.78M ﹤0.01%
100,290
+9,536
1198
$2.78M ﹤0.01%
151,893
-2,836
1199
$2.78M ﹤0.01%
32,563
+3,705
1200
$2.78M ﹤0.01%
101,792
-12,549