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
2251
$94K ﹤0.01%
10,000
2252
$93.2K ﹤0.01%
1,240
2253
$92.7K ﹤0.01%
2,278
-806
2254
$92.1K ﹤0.01%
+536
2255
$90.8K ﹤0.01%
6,219
2256
$90.4K ﹤0.01%
3,442
2257
$89.8K ﹤0.01%
+1,304
2258
$88.3K ﹤0.01%
15,000
2259
$86.3K ﹤0.01%
950
2260
$85.3K ﹤0.01%
3,516
-30,591
2261
$84K ﹤0.01%
10,700
2262
$83K ﹤0.01%
56,100
+42,771
2263
$80.1K ﹤0.01%
14,696
2264
$79.5K ﹤0.01%
12,058
2265
$79.4K ﹤0.01%
600
2266
$76.4K ﹤0.01%
10,261
2267
$76.2K ﹤0.01%
659
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$75.2K ﹤0.01%
4,803
-35,900
2269
$74.7K ﹤0.01%
12,848
2270
$71.3K ﹤0.01%
27,951
2271
$70.6K ﹤0.01%
5,807
-39,557
2272
$68.3K ﹤0.01%
11,100
2273
$67.5K ﹤0.01%
+807
2274
$65.5K ﹤0.01%
1,855
2275
$64.4K ﹤0.01%
1,130