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
1376
$1.69M ﹤0.01%
44,423
-2,042
1377
$1.68M ﹤0.01%
59,963
-3,557
1378
$1.68M ﹤0.01%
67,346
-706
1379
$1.67M ﹤0.01%
34,764
+252
1380
$1.67M ﹤0.01%
37,445
-803,744
1381
$1.66M ﹤0.01%
39,475
-4,089
1382
$1.66M ﹤0.01%
45,384
-2,928
1383
$1.66M ﹤0.01%
108,978
-27,794
1384
$1.65M ﹤0.01%
22,058
+1,303
1385
$1.65M ﹤0.01%
62,952
-8,950
1386
$1.65M ﹤0.01%
16,790
+123
1387
$1.65M ﹤0.01%
31,309
+4,691
1388
$1.65M ﹤0.01%
21,149
+752
1389
$1.62M ﹤0.01%
70,836
+2,705
1390
$1.62M ﹤0.01%
34,170
+7,195
1391
$1.61M ﹤0.01%
114,972
-10,588
1392
$1.61M ﹤0.01%
367,781
+122,258
1393
$1.61M ﹤0.01%
61,782
+684
1394
$1.6M ﹤0.01%
24,909
+594
1395
$1.6M ﹤0.01%
3,803
+42
1396
$1.6M ﹤0.01%
53,439
+23,539
1397
$1.59M ﹤0.01%
24,813
-1,820
1398
$1.59M ﹤0.01%
17,784
+15
1399
$1.59M ﹤0.01%
139,854
+5,064
1400
$1.59M ﹤0.01%
20,333
-420