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
1201
$2.78M ﹤0.01%
49,710
+2,543
1202
$2.76M ﹤0.01%
51,669
+3,133
1203
$2.75M ﹤0.01%
979,174
+35,000
1204
$2.74M ﹤0.01%
271,533
+36,143
1205
$2.74M ﹤0.01%
19,493
+4,532
1206
$2.74M ﹤0.01%
38,188
+2,393
1207
$2.73M ﹤0.01%
39,136
+1,954
1208
$2.73M ﹤0.01%
148,610
-7,275
1209
$2.72M ﹤0.01%
68,824
+1,800
1210
$2.7M ﹤0.01%
63,655
+31,885
1211
$2.66M ﹤0.01%
81,915
+8,160
1212
$2.65M ﹤0.01%
91,748
+18,690
1213
$2.64M ﹤0.01%
78,689
+7,985
1214
$2.63M ﹤0.01%
126,137
-10,716
1215
$2.63M ﹤0.01%
53,703
-4,719
1216
$2.63M ﹤0.01%
264,106
-72,364
1217
$2.63M ﹤0.01%
88,933
-3,355
1218
$2.58M ﹤0.01%
115,883
+11,873
1219
$2.56M ﹤0.01%
229,338
+58,893
1220
$2.53M ﹤0.01%
36,599
-45
1221
$2.53M ﹤0.01%
178,725
-29,812
1222
$2.53M ﹤0.01%
158,900
1223
$2.53M ﹤0.01%
18,116
+1,142
1224
$2.51M ﹤0.01%
32,136
+2,412
1225
$2.51M ﹤0.01%
661,281
-12,877