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
2176
$172K ﹤0.01%
22,347
2177
$170K ﹤0.01%
+2,174
2178
$170K ﹤0.01%
2,135
2179
$170K ﹤0.01%
+16,398
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$169K ﹤0.01%
22,802
+10,602
2181
$169K ﹤0.01%
20,876
2182
$169K ﹤0.01%
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+680
2183
$169K ﹤0.01%
20,698
2184
$168K ﹤0.01%
39,100
2185
$168K ﹤0.01%
2,183
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$167K ﹤0.01%
17,298
2187
$166K ﹤0.01%
73,207
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2188
$161K ﹤0.01%
10,199
2189
$159K ﹤0.01%
+12,242
2190
$157K ﹤0.01%
13,600
2191
$157K ﹤0.01%
10,900
2192
$156K ﹤0.01%
4,204
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2193
$155K ﹤0.01%
+14,100
2194
$152K ﹤0.01%
12,900
2195
$152K ﹤0.01%
23,398
2196
$151K ﹤0.01%
+10,500
2197
$147K ﹤0.01%
17,500
2198
$146K ﹤0.01%
+14,943
2199
$145K ﹤0.01%
10,000
2200
$145K ﹤0.01%
1,007
-39