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
$140B
AUM Growth
+$5.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,929
New
Increased
Reduced
Closed

Top Buys

1 +$358M
2 +$219M
3 +$169M
4
DIS icon
Walt Disney
DIS
+$166M
5
MRK icon
Merck
MRK
+$165M

Top Sells

1 +$222M
2 +$191M
3 +$183M
4
META icon
Meta Platforms (Facebook)
META
+$178M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$168M

Sector Composition

1 Technology 18.35%
2 Financials 14.07%
3 Healthcare 13.31%
4 Consumer Discretionary 12.06%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$650K ﹤0.01%
19,196
+394
2052
$650K ﹤0.01%
18,856
+7,388
2053
$648K ﹤0.01%
10,887
+1,288
2054
$648K ﹤0.01%
26,200
-2,100
2055
$646K ﹤0.01%
15,944
+62
2056
$643K ﹤0.01%
+27,394
2057
$639K ﹤0.01%
26,556
+9,932
2058
$638K ﹤0.01%
38,861
+5,297
2059
$636K ﹤0.01%
7,984
+333
2060
$634K ﹤0.01%
13,548
+1,980
2061
$634K ﹤0.01%
20,403
+1,874
2062
$631K ﹤0.01%
13,924
+5,454
2063
$631K ﹤0.01%
22,846
-2,645
2064
$630K ﹤0.01%
7,898
+7,008
2065
$628K ﹤0.01%
35,276
+13,229
2066
$628K ﹤0.01%
40,216
+1,354
2067
$627K ﹤0.01%
21,233
+492
2068
$627K ﹤0.01%
112,700
-6,000
2069
$626K ﹤0.01%
18,844
+423
2070
$625K ﹤0.01%
35,229
+1,122
2071
$624K ﹤0.01%
5,808
+2,014
2072
$620K ﹤0.01%
20,223
-2,020
2073
$619K ﹤0.01%
113,408
+46,987
2074
$616K ﹤0.01%
32,751
+3,433
2075
$614K ﹤0.01%
15,668
+1,307