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
$461B
AUM Growth
-$33.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,688
New
Increased
Reduced
Closed

Top Buys

1 +$25.7B
2 +$2.08B
3 +$1.61B
4
NTES icon
NetEase
NTES
+$1.3B
5
UNP icon
Union Pacific
UNP
+$913M

Top Sells

1 +$7.68B
2 +$3.82B
3 +$2.94B
4
UBS icon
UBS Group
UBS
+$2.89B
5
TSLA icon
Tesla
TSLA
+$2.21B

Sector Composition

1 Technology 37.91%
2 Financials 12.35%
3 Consumer Discretionary 10.52%
4 Healthcare 9.66%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EQT icon
401
EQT Corp
EQT
$34.4B
$155M 0.03%
2,842,832
+79,730
DOC icon
402
Healthpeak Properties
DOC
$11.6B
$154M 0.03%
8,016,692
+7,007,777
ODFL icon
403
Old Dominion Freight Line
ODFL
$33.3B
$153M 0.03%
1,090,259
-446,010
ARE icon
404
Alexandria Real Estate Equities
ARE
$8.19B
$151M 0.03%
1,813,955
+1,652,298
ILMN icon
405
Illumina
ILMN
$20.6B
$151M 0.03%
1,589,914
-206,805
NUE icon
406
Nucor
NUE
$37.8B
$151M 0.03%
1,113,599
-458,781
WAT icon
407
Waters Corp
WAT
$22.9B
$149M 0.03%
498,343
-105,140
PFG icon
408
Principal Financial Group
PFG
$19.9B
$149M 0.03%
1,799,149
-299,569
ZBH icon
409
Zimmer Biomet
ZBH
$18.2B
$148M 0.03%
1,499,156
-334,765
CNP icon
410
CenterPoint Energy
CNP
$24.7B
$146M 0.03%
3,750,312
-600,536
CLH icon
411
Clean Harbors
CLH
$12.9B
$144M 0.03%
620,046
-100,266
BRO icon
412
Brown & Brown
BRO
$27.9B
$143M 0.03%
1,529,769
-386,223
BRK.A icon
413
Berkshire Hathaway Class A
BRK.A
$1.08T
$143M 0.03%
190
-3
HOLX icon
414
Hologic
HOLX
$16.7B
$142M 0.03%
2,111,344
-483,339
GH icon
415
Guardant Health
GH
$13.3B
$141M 0.03%
2,261,869
-672,119
KEY icon
416
KeyCorp
KEY
$22.4B
$141M 0.03%
7,527,916
-1,821,644
HUBB icon
417
Hubbell
HUBB
$23.8B
$140M 0.03%
324,964
-86,236
EXPE icon
418
Expedia Group
EXPE
$33.6B
$139M 0.03%
648,652
-166,104
KIM icon
419
Kimco Realty
KIM
$13.7B
$138M 0.03%
6,304,639
+5,322,009
OSIS icon
420
OSI Systems
OSIS
$4.4B
$137M 0.03%
550,503
-25,245
IP icon
421
International Paper
IP
$20.4B
$137M 0.03%
2,955,051
-821,137
NTNX icon
422
Nutanix
NTNX
$12.9B
$135M 0.03%
1,819,655
+90,409
VIG icon
423
Vanguard Dividend Appreciation ETF
VIG
$102B
$135M 0.03%
+624,303
AEE icon
424
Ameren
AEE
$26.3B
$134M 0.03%
1,286,502
-238,846
TPR icon
425
Tapestry
TPR
$25.2B
$133M 0.03%
1,176,083
-283,251