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
2226
$167K ﹤0.01%
10,848
2227
$166K ﹤0.01%
962
2228
$166K ﹤0.01%
2,368
2229
$163K ﹤0.01%
3,800
2230
$163K ﹤0.01%
14,599
+1,000
2231
$160K ﹤0.01%
12,400
+1,700
2232
$159K ﹤0.01%
20,698
2233
$159K ﹤0.01%
2,303
+1,063
2234
$158K ﹤0.01%
+49,500
2235
$158K ﹤0.01%
710
2236
$157K ﹤0.01%
1,804
+500
2237
$155K ﹤0.01%
13,600
2238
$154K ﹤0.01%
10,200
2239
$153K ﹤0.01%
20,876
2240
$153K ﹤0.01%
14,100
-14,250
2241
$151K ﹤0.01%
2,421
+2,278
2242
$151K ﹤0.01%
39,100
2243
$150K ﹤0.01%
3,201
+695
2244
$149K ﹤0.01%
20,699
-16,064
2245
$149K ﹤0.01%
11,300
-12,749
2246
$145K ﹤0.01%
1,130
2247
$143K ﹤0.01%
+11,200
2248
$143K ﹤0.01%
12,198
-13,704
2249
$141K ﹤0.01%
+14,100
2250
$141K ﹤0.01%
10,900