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
2301
$88.5K ﹤0.01%
996
+384
2302
$88.5K ﹤0.01%
26,300
2303
$88K ﹤0.01%
950
2304
$84.6K ﹤0.01%
13,197
+349
2305
$83.5K ﹤0.01%
54,500
2306
$83.4K ﹤0.01%
10,800
2307
$82.3K ﹤0.01%
26,800
2308
$78.8K ﹤0.01%
4,135
-668
2309
$77.1K ﹤0.01%
15,000
2310
$75.4K ﹤0.01%
10,261
2311
$73.5K ﹤0.01%
2,204
+290
2312
$71.8K ﹤0.01%
2,526
+2,344
2313
$71.5K ﹤0.01%
5,593
-214
2314
$71K ﹤0.01%
27,951
2315
$70.4K ﹤0.01%
1,663
-615
2316
$69.7K ﹤0.01%
3,442
2317
$69.4K ﹤0.01%
719
+655
2318
$69.4K ﹤0.01%
39,900
+26,100
2319
$67.2K ﹤0.01%
1,855
2320
$65.9K ﹤0.01%
18,500
2321
$64.7K ﹤0.01%
14,696
2322
$64.5K ﹤0.01%
700
2323
$64.4K ﹤0.01%
11,100
2324
$63.9K ﹤0.01%
+1,000
2325
$59.8K ﹤0.01%
+1,170