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
SCCO icon
426
Southern Copper
SCCO
$118B
$132M 0.03%
1,100,330
-324,958
L icon
427
Loews
L
$21.6B
$132M 0.03%
1,310,904
-317,031
CLX icon
428
Clorox
CLX
$12.7B
$130M 0.03%
1,058,320
-230,177
RS icon
429
Reliance Steel & Aluminium
RS
$15.2B
$130M 0.03%
464,435
-49,154
FE icon
430
FirstEnergy
FE
$25.6B
$130M 0.03%
2,843,331
-427,860
STZ icon
431
Constellation Brands
STZ
$25.7B
$128M 0.03%
950,868
-212,204
INCY icon
432
Incyte
INCY
$18.7B
$128M 0.03%
1,503,585
-467,067
DECK icon
433
Deckers Outdoor
DECK
$15.2B
$126M 0.03%
1,247,737
-233,149
ADM icon
434
Archer Daniels Midland
ADM
$28.8B
$126M 0.03%
2,114,498
-458,474
GPN icon
435
Global Payments
GPN
$19.4B
$124M 0.03%
1,493,380
-659,462
IBKR icon
436
Interactive Brokers
IBKR
$28B
$123M 0.03%
1,790,743
-230,400
LEN icon
437
Lennar Class A
LEN
$29.5B
$123M 0.03%
974,963
-339,709
NTRA icon
438
Natera
NTRA
$32.3B
$123M 0.03%
762,351
-145,656
PPL icon
439
PPL Corp
PPL
$25.1B
$122M 0.03%
3,278,929
+70,962
FLUT icon
440
Flutter Entertainment
FLUT
$38.5B
$122M 0.03%
479,449
-157,524
DOCS icon
441
Doximity
DOCS
$8.26B
$122M 0.03%
1,662,627
-194,610
CSL icon
442
Carlisle Companies
CSL
$13.8B
$122M 0.03%
369,371
-43,263
CCL icon
443
Carnival Corp
CCL
$37.6B
$121M 0.03%
4,200,140
-1,005,041
OXY icon
444
Occidental Petroleum
OXY
$39.6B
$121M 0.03%
2,566,000
-265,475
LII icon
445
Lennox International
LII
$17.7B
$120M 0.03%
226,778
-67,404
TMDX icon
446
Transmedics
TMDX
$4.33B
$120M 0.03%
1,069,492
+113,817
DTE icon
447
DTE Energy
DTE
$27B
$119M 0.03%
842,468
-111,272
FANG icon
448
Diamondback Energy
FANG
$44.9B
$117M 0.03%
815,913
-28,860
HURN icon
449
Huron Consulting
HURN
$3.1B
$117M 0.03%
793,939
-16,565
CHRW icon
450
C.H. Robinson
CHRW
$18.6B
$115M 0.03%
870,158
-772,926