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
1276
$2.11M ﹤0.01%
375,160
+49,464
1277
$2.11M ﹤0.01%
599,122
+270,193
1278
$2.11M ﹤0.01%
118,384
+17,323
1279
$2.11M ﹤0.01%
150,681
+30,087
1280
$2.1M ﹤0.01%
178,212
+28,685
1281
$2.1M ﹤0.01%
67,148
-44,779
1282
$2.1M ﹤0.01%
56,664
+12,170
1283
$2.09M ﹤0.01%
28,614
+5,767
1284
$2.08M ﹤0.01%
80,653
+11,388
1285
$2.08M ﹤0.01%
89,739
+16,200
1286
$2.08M ﹤0.01%
53,176
+15,404
1287
$2.06M ﹤0.01%
22,383
+3,939
1288
$2.06M ﹤0.01%
48,792
+15,308
1289
$2.06M ﹤0.01%
47,589
-138
1290
$2.06M ﹤0.01%
136,772
+18,489
1291
$2.05M ﹤0.01%
66,754
+38,969
1292
$2.04M ﹤0.01%
45,954
+13,657
1293
$2.04M ﹤0.01%
65,921
+21,323
1294
$2.04M ﹤0.01%
245,523
+131,672
1295
$2.03M ﹤0.01%
42,378
+11,395
1296
$2.02M ﹤0.01%
8,905
+1,315
1297
$2.02M ﹤0.01%
36,402
+1,004
1298
$2.02M ﹤0.01%
30,364
-9,873
1299
$2M ﹤0.01%
53,463
+20,044
1300
$2M ﹤0.01%
153,498
+35,441