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
1501
$1.24M ﹤0.01%
31,162
+1,468
1502
$1.24M ﹤0.01%
15,133
+6,087
1503
$1.24M ﹤0.01%
71,660
+30,652
1504
$1.24M ﹤0.01%
171,815
+4,640
1505
$1.23M ﹤0.01%
31,818
+8,077
1506
$1.23M ﹤0.01%
34,030
+16,532
1507
$1.22M ﹤0.01%
96,746
+13,814
1508
$1.21M ﹤0.01%
23,871
+9,089
1509
$1.21M ﹤0.01%
24,735
+10,875
1510
$1.21M ﹤0.01%
23,120
+6,166
1511
$1.2M ﹤0.01%
31,770
+4,403
1512
$1.2M ﹤0.01%
227,544
+40,512
1513
$1.19M ﹤0.01%
26,975
+9,274
1514
$1.19M ﹤0.01%
29,084
+9,412
1515
$1.19M ﹤0.01%
11,484
+3,743
1516
$1.19M ﹤0.01%
24,084
+8,449
1517
$1.19M ﹤0.01%
35,818
+12,223
1518
$1.19M ﹤0.01%
57,510
-215
1519
$1.18M ﹤0.01%
37,196
+11,293
1520
$1.18M ﹤0.01%
46,832
+5,831
1521
$1.18M ﹤0.01%
32,857
+6,054
1522
$1.18M ﹤0.01%
62,911
+22,544
1523
$1.18M ﹤0.01%
36,084
+12,715
1524
$1.18M ﹤0.01%
6,451
1525
$1.18M ﹤0.01%
614,043
+451,200