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
2401
$273K ﹤0.01%
4,474
2402
$272K ﹤0.01%
17,787
2403
$272K ﹤0.01%
+7,785
2404
$272K ﹤0.01%
+7,257
2405
$272K ﹤0.01%
174,100
+47,800
2406
$270K ﹤0.01%
+6,635
2407
$269K ﹤0.01%
26,975
+14,876
2408
$269K ﹤0.01%
10,483
+852
2409
$269K ﹤0.01%
+14,000
2410
$269K ﹤0.01%
40,164
+14,464
2411
$269K ﹤0.01%
9,600
2412
$267K ﹤0.01%
+1,093
2413
$266K ﹤0.01%
15,865
-12,013
2414
$263K ﹤0.01%
7,800
2415
$263K ﹤0.01%
17,382
+2,196
2416
$262K ﹤0.01%
33,179
+5,124
2417
$261K ﹤0.01%
10,510
+1,829
2418
$261K ﹤0.01%
+9,000
2419
$260K ﹤0.01%
+5,000
2420
$259K ﹤0.01%
133,402
2421
$258K ﹤0.01%
2,788
+75
2422
$258K ﹤0.01%
64,267
+17,700
2423
$256K ﹤0.01%
41,555
+3,663
2424
$255K ﹤0.01%
+14,335
2425
$255K ﹤0.01%
+3,737