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
1976
$310K ﹤0.01%
24,697
1977
$310K ﹤0.01%
15,551
-18,711
1978
$307K ﹤0.01%
6,179
1979
$306K ﹤0.01%
14,317
-8,750
1980
$305K ﹤0.01%
5,557
+24
1981
$304K ﹤0.01%
4,899
-7,875
1982
$304K ﹤0.01%
6,699
+500
1983
$303K ﹤0.01%
6,278
1984
$303K ﹤0.01%
+11,799
1985
$299K ﹤0.01%
53,031
+98
1986
$298K ﹤0.01%
9,112
1987
$296K ﹤0.01%
3,995
+1,937
1988
$296K ﹤0.01%
9,193
+800
1989
$296K ﹤0.01%
11,874
1990
$296K ﹤0.01%
13,600
1991
$296K ﹤0.01%
3,770
1992
$296K ﹤0.01%
16,799
1993
$295K ﹤0.01%
39,577
+16,179
1994
$294K ﹤0.01%
10,400
1995
$292K ﹤0.01%
12,538
+2,191
1996
$292K ﹤0.01%
63,669
+10,000
1997
$291K ﹤0.01%
+2,499
1998
$291K ﹤0.01%
22,453
-11,506
1999
$290K ﹤0.01%
16,599
2000
$290K ﹤0.01%
8,265