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
2001
$268K ﹤0.01%
10,399
2002
$267K ﹤0.01%
7,298
2003
$266K ﹤0.01%
5,200
-232
2004
$265K ﹤0.01%
7,900
2005
$264K ﹤0.01%
+2,494
2006
$264K ﹤0.01%
68,097
+40,700
2007
$264K ﹤0.01%
47,483
+21,255
2008
$263K ﹤0.01%
27,581
+14,981
2009
$263K ﹤0.01%
+4,600
2010
$263K ﹤0.01%
9,112
2011
$263K ﹤0.01%
2,100
2012
$263K ﹤0.01%
19,395
2013
$261K ﹤0.01%
11,100
2014
$260K ﹤0.01%
26,500
+9,100
2015
$260K ﹤0.01%
9,798
2016
$260K ﹤0.01%
2,058
+1,008
2017
$260K ﹤0.01%
11,874
2018
$259K ﹤0.01%
10,800
2019
$259K ﹤0.01%
13,399
2020
$259K ﹤0.01%
101,980
2021
$258K ﹤0.01%
3,309
2022
$258K ﹤0.01%
+12,100
2023
$256K ﹤0.01%
+908
2024
$255K ﹤0.01%
+13,299
2025
$254K ﹤0.01%
2,658