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
2426
$255K ﹤0.01%
39,233
+13,684
2427
$254K ﹤0.01%
3,500
2428
$253K ﹤0.01%
9,500
2429
$253K ﹤0.01%
11,909
2430
$252K ﹤0.01%
11,582
2431
$251K ﹤0.01%
4,200
2432
$250K ﹤0.01%
14,147
-284
2433
$250K ﹤0.01%
65,958
+4,803
2434
$248K ﹤0.01%
26,252
2435
$247K ﹤0.01%
13,724
2436
$245K ﹤0.01%
6,973
2437
$244K ﹤0.01%
15,952
2438
$244K ﹤0.01%
11,400
2439
$244K ﹤0.01%
12,915
-10,026
2440
$244K ﹤0.01%
33,400
+2,100
2441
$244K ﹤0.01%
36,597
+15,741
2442
$243K ﹤0.01%
17,642
+4,080
2443
$243K ﹤0.01%
18,100
2444
$243K ﹤0.01%
+5,631
2445
$243K ﹤0.01%
60,969
+13,219
2446
$242K ﹤0.01%
7,500
2447
$241K ﹤0.01%
1,574
2448
$241K ﹤0.01%
4,050
-237
2449
$241K ﹤0.01%
12,672
2450
$241K ﹤0.01%
+24,200