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
$90.7B
AUM Growth
-$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,757
New
Increased
Reduced
Closed

Top Buys

1 +$139M
2 +$124M
3 +$122M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$106M
5
TRIP icon
TripAdvisor
TRIP
+$97.7M

Top Sells

1 +$1.82B
2 +$397M
3 +$193M
4
BKNG icon
Booking.com
BKNG
+$173M
5
NKE icon
Nike
NKE
+$161M

Sector Composition

1 Healthcare 16.43%
2 Financials 14.86%
3 Technology 14.45%
4 Consumer Discretionary 9.86%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$161K ﹤0.01%
22,198
2477
$160K ﹤0.01%
25,496
2478
$158K ﹤0.01%
18,200
2479
$157K ﹤0.01%
+5,039
2480
$157K ﹤0.01%
3,040
2481
$157K ﹤0.01%
18,897
2482
$156K ﹤0.01%
+2,352
2483
$155K ﹤0.01%
33,899
2484
$150K ﹤0.01%
11,699
2485
$150K ﹤0.01%
21,900
2486
$147K ﹤0.01%
80,000
+17,400
2487
$147K ﹤0.01%
37,958
+1,700
2488
$147K ﹤0.01%
44,434
-3,398
2489
$146K ﹤0.01%
14,700
2490
$146K ﹤0.01%
15,099
2491
$144K ﹤0.01%
2,083
2492
$142K ﹤0.01%
22,299
2493
$142K ﹤0.01%
19,699
2494
$141K ﹤0.01%
21,398
2495
$141K ﹤0.01%
12,299
2496
$140K ﹤0.01%
24,558
2497
$140K ﹤0.01%
10,699
2498
$138K ﹤0.01%
11,799
2499
$138K ﹤0.01%
24,698
2500
$138K ﹤0.01%
9,420