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
$140B
AUM Growth
+$5.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,929
New
Increased
Reduced
Closed

Top Buys

1 +$358M
2 +$219M
3 +$169M
4
DIS icon
Walt Disney
DIS
+$166M
5
MRK icon
Merck
MRK
+$165M

Top Sells

1 +$222M
2 +$191M
3 +$183M
4
META icon
Meta Platforms (Facebook)
META
+$178M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$168M

Sector Composition

1 Technology 18.35%
2 Financials 14.07%
3 Healthcare 13.31%
4 Consumer Discretionary 12.06%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$3.92M ﹤0.01%
157,146
+7,297
1252
$3.91M ﹤0.01%
297,712
-5,936
1253
$3.91M ﹤0.01%
37,850
+2,810
1254
$3.87M ﹤0.01%
149,674
+11,344
1255
$3.87M ﹤0.01%
194,663
+17,389
1256
$3.87M ﹤0.01%
1,270,077
+167,780
1257
$3.87M ﹤0.01%
193,918
+13,100
1258
$3.85M ﹤0.01%
107,392
+6,576
1259
$3.85M ﹤0.01%
103,667
+4,453
1260
$3.84M ﹤0.01%
38,441
+2,830
1261
$3.84M ﹤0.01%
253,778
+28,973
1262
$3.82M ﹤0.01%
79,159
+27,813
1263
$3.82M ﹤0.01%
151,721
+18,948
1264
$3.81M ﹤0.01%
1,495,840
+1,472,640
1265
$3.81M ﹤0.01%
100,084
+12,050
1266
$3.81M ﹤0.01%
146,714
+15,001
1267
$3.78M ﹤0.01%
144,265
+11,193
1268
$3.78M ﹤0.01%
130,847
+19,248
1269
$3.78M ﹤0.01%
200,112
+16,039
1270
$3.75M ﹤0.01%
46,494
+3,713
1271
$3.75M ﹤0.01%
84,031
+533
1272
$3.75M ﹤0.01%
180,490
+14,433
1273
$3.74M ﹤0.01%
142,717
-3,396
1274
$3.73M ﹤0.01%
57,091
-295,213
1275
$3.72M ﹤0.01%
78,075
-8,087