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
1451
$1.38M ﹤0.01%
49,183
+37,365
1452
$1.37M ﹤0.01%
40,985
+873
1453
$1.37M ﹤0.01%
55,568
+8,880
1454
$1.37M ﹤0.01%
80,536
+11,030
1455
$1.36M ﹤0.01%
31,195
+11,476
1456
$1.36M ﹤0.01%
203,841
+10,237
1457
$1.36M ﹤0.01%
68,131
+21,445
1458
$1.35M ﹤0.01%
77,998
+13,558
1459
$1.35M ﹤0.01%
20,755
+7,999
1460
$1.35M ﹤0.01%
454,342
+270,033
1461
$1.35M ﹤0.01%
41,303
+15,158
1462
$1.34M ﹤0.01%
19,841
+7,128
1463
$1.34M ﹤0.01%
18,971
+4,285
1464
$1.34M ﹤0.01%
134,790
+22,158
1465
$1.34M ﹤0.01%
101,428
+36,901
1466
$1.34M ﹤0.01%
31,552
+10,331
1467
$1.33M ﹤0.01%
22,502
+3,971
1468
$1.33M ﹤0.01%
41,774
+5,422
1469
$1.33M ﹤0.01%
57,413
+14,682
1470
$1.32M ﹤0.01%
19,167
+1,802
1471
$1.32M ﹤0.01%
22,340
+6,774
1472
$1.32M ﹤0.01%
14,032
+4,443
1473
$1.32M ﹤0.01%
21,668
+3,309
1474
$1.31M ﹤0.01%
19,982
+6,538
1475
$1.31M ﹤0.01%
15,716
+8,773