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
2026
$274K ﹤0.01%
+6,600
2027
$274K ﹤0.01%
7,900
2028
$273K ﹤0.01%
10,748
2029
$273K ﹤0.01%
15,335
2030
$271K ﹤0.01%
11,100
2031
$270K ﹤0.01%
17,183
2032
$269K ﹤0.01%
1,981
2033
$268K ﹤0.01%
+6,600
2034
$267K ﹤0.01%
24,492
+233
2035
$263K ﹤0.01%
38,724
2036
$262K ﹤0.01%
32,273
-19,803
2037
$262K ﹤0.01%
39,388
+88
2038
$262K ﹤0.01%
8,800
+3,400
2039
$262K ﹤0.01%
53,494
+19,500
2040
$261K ﹤0.01%
+13,782
2041
$260K ﹤0.01%
10,800
2042
$260K ﹤0.01%
+7,200
2043
$260K ﹤0.01%
5,552
2044
$259K ﹤0.01%
26,300
+58
2045
$259K ﹤0.01%
+11,272
2046
$259K ﹤0.01%
+5,600
2047
$258K ﹤0.01%
9,167
2048
$257K ﹤0.01%
+5,519
2049
$256K ﹤0.01%
25,900
-7,458
2050
$256K ﹤0.01%
16,400
+2,200