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
376
$46M 0.05%
3,065,129
+297,696
377
$45.9M 0.05%
335,909
+6,851
378
$45.5M 0.05%
1,422,180
-38,019
379
$45.4M 0.05%
688,391
-2,186
380
$45.4M 0.05%
1,049,870
+107,597
381
$45.2M 0.05%
2,476,645
+674,555
382
$44.6M 0.05%
1,288,949
+39,341
383
$44.4M 0.05%
375,634
+4,336
384
$44.2M 0.05%
397,395
+11,806
385
$43.9M 0.05%
888,712
-61,383
386
$43.9M 0.05%
983,670
+19,876
387
$43.5M 0.05%
1,084,062
+32,006
388
$43.4M 0.05%
429,493
+5,983
389
$43.1M 0.05%
829,292
+44,538
390
$43M 0.05%
587,273
+176,960
391
$42.2M 0.05%
920,096
+12,713
392
$41.9M 0.05%
724,398
393
$41.7M 0.05%
250,229
+2,744
394
$41.7M 0.05%
822,217
-68,245
395
$41.5M 0.05%
868,109
-352,623
396
$41.5M 0.05%
1,207,576
+1,107,200
397
$41.3M 0.05%
704,249
+9,008
398
$41.1M 0.05%
553,390
-1,597
399
$41M 0.05%
4,573,955
400
$41M 0.05%
1,780,026
-19,175