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
2001
$289K ﹤0.01%
10,370
-6,525
2002
$288K ﹤0.01%
+12,600
2003
$287K ﹤0.01%
4,600
2004
$286K ﹤0.01%
47,587
+104
2005
$286K ﹤0.01%
+7,700
2006
$285K ﹤0.01%
9,132
+498
2007
$285K ﹤0.01%
11,875
2008
$283K ﹤0.01%
6,499
2009
$283K ﹤0.01%
18,698
+1,300
2010
$282K ﹤0.01%
11,698
-10,209
2011
$282K ﹤0.01%
6,900
2012
$280K ﹤0.01%
29,216
+59
2013
$280K ﹤0.01%
+7,499
2014
$280K ﹤0.01%
6,519
2015
$280K ﹤0.01%
+6,899
2016
$280K ﹤0.01%
70
-49
2017
$279K ﹤0.01%
6,011
2018
$278K ﹤0.01%
7,700
+600
2019
$278K ﹤0.01%
+32,000
2020
$277K ﹤0.01%
16,098
2021
$277K ﹤0.01%
38,316
+102
2022
$277K ﹤0.01%
6,899
2023
$277K ﹤0.01%
+23,400
2024
$276K ﹤0.01%
8,299
2025
$275K ﹤0.01%
16,100
+400