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
$88.5B
AUM Growth
+$2.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,704
New
Increased
Reduced
Closed

Top Buys

1 +$205M
2 +$198M
3 +$180M
4
MDLZ icon
Mondelez International
MDLZ
+$138M
5
BABA icon
Alibaba
BABA
+$132M

Top Sells

1 +$270M
2 +$212M
3 +$177M
4
ISRG icon
Intuitive Surgical
ISRG
+$108M
5
BKNG icon
Booking.com
BKNG
+$100M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.51%
3 Financials 12.9%
4 Consumer Discretionary 10.06%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$139K ﹤0.01%
63,307
2477
$139K ﹤0.01%
18,000
2478
$139K ﹤0.01%
16,699
2479
$138K ﹤0.01%
2,083
2480
$137K ﹤0.01%
29,393
2481
$137K ﹤0.01%
12,299
2482
$136K ﹤0.01%
10,898
2483
$136K ﹤0.01%
1,050
2484
$135K ﹤0.01%
10,848
2485
$135K ﹤0.01%
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-39
2486
$134K ﹤0.01%
16,198
2487
$132K ﹤0.01%
2,850
2488
$132K ﹤0.01%
796
2489
$130K ﹤0.01%
128
2490
$129K ﹤0.01%
10,082
2491
$128K ﹤0.01%
14,498
2492
$128K ﹤0.01%
20,598
2493
$127K ﹤0.01%
23,800
2494
$124K ﹤0.01%
3,040
2495
$124K ﹤0.01%
2,467
2496
$124K ﹤0.01%
39,100
2497
$123K ﹤0.01%
26,732
-11,216
2498
$123K ﹤0.01%
14,100
2499
$122K ﹤0.01%
13,100
2500
$122K ﹤0.01%
1,203
-22,223