UBS AM

UBS AM Portfolio holdings

AUM $494B
1-Year Est. Return 24.11%
 

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
+24.11%
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
176
$126M 0.13%
1,625,728
+245,778
177
$126M 0.13%
1,901,299
+280,711
178
$126M 0.13%
1,059,849
-186,457
179
$126M 0.13%
2,517,548
-730,876
180
$126M 0.13%
2,134,126
+334,366
181
$125M 0.13%
1,760,173
+180,861
182
$124M 0.13%
1,667,265
+2,119
183
$124M 0.13%
519,403
+58,984
184
$123M 0.13%
6,938,888
-44,904
185
$123M 0.13%
7,916,274
-482,334
186
$123M 0.13%
1,300,037
-41,284
187
$122M 0.12%
965,266
+339,186
188
$122M 0.12%
3,362,082
+177,070
189
$121M 0.12%
2,323,608
+316,980
190
$121M 0.12%
1,616,388
+1,615,699
191
$120M 0.12%
2,586,287
+194,356
192
$120M 0.12%
1,642,966
+262,118
193
$119M 0.12%
2,296,559
+228,701
194
$118M 0.12%
1,897,297
+201,438
195
$118M 0.12%
4,594,109
+278,857
196
$118M 0.12%
887,276
+504,228
197
$117M 0.12%
788,317
+189,035
198
$116M 0.12%
1,470,112
+73,882
199
$115M 0.12%
2,387,346
+190,166
200
$115M 0.12%
8,928,790
+3,496,350