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
$213B
AUM Growth
+$27.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,636
New
Increased
Reduced
Closed

Top Buys

1 +$483M
2 +$388M
3 +$301M
4
TAL icon
TAL Education Group
TAL
+$291M
5
MSFT icon
Microsoft
MSFT
+$278M

Top Sells

1 +$412M
2 +$385M
3 +$332M
4
GPN icon
Global Payments
GPN
+$331M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$298M

Sector Composition

1 Technology 25.11%
2 Consumer Discretionary 13.57%
3 Healthcare 12.46%
4 Financials 11.55%
5 Communication Services 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$142K ﹤0.01%
59,300
-104,900
2477
$135K ﹤0.01%
10,500
2478
$132K ﹤0.01%
+10,010
2479
$116K ﹤0.01%
15,800
2480
$110K ﹤0.01%
+13,500
2481
$109K ﹤0.01%
5,135
-1,171
2482
$100K ﹤0.01%
14,009
2483
$97.6K ﹤0.01%
26,334
2484
$95.5K ﹤0.01%
10,839
2485
$91.1K ﹤0.01%
12,000
2486
$73.4K ﹤0.01%
16,200
2487
$57K ﹤0.01%
15,972
2488
$52.5K ﹤0.01%
1,392
2489
$31.1K ﹤0.01%
507
-724
2490
$28.6K ﹤0.01%
+302
2491
$24.7K ﹤0.01%
+836
2492
$24K ﹤0.01%
+1,020
2493
$14.3K ﹤0.01%
20,768
-33,799
2494
$3.81K ﹤0.01%
+153
2495
$610 ﹤0.01%
+17
2496
-14,725
2497
-79,563
2498
-11,300
2499
-1,707
2500
-20,096