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
RL icon
501
Ralph Lauren
RL
$22.6B
$90.4M 0.02%
288,260
-6,238
AYI icon
502
Acuity Brands
AYI
$11.1B
$90M 0.02%
261,271
-55,796
GNTX icon
503
Gentex
GNTX
$5.19B
$89.3M 0.02%
3,154,946
-298,477
NICE icon
504
Nice
NICE
$6.51B
$88.6M 0.02%
+611,955
YUMC icon
505
Yum China
YUMC
$16.9B
$87.3M 0.02%
2,035,137
-1,362,871
EXAS icon
506
Exact Sciences
EXAS
$19.3B
$87M 0.02%
1,590,127
-319,286
BZ icon
507
Kanzhun
BZ
$9.52B
$86.6M 0.02%
3,706,948
+2,904,542
FOX icon
508
Fox Class B
FOX
$28.2B
$86.4M 0.02%
1,508,610
-306,908
UTHR icon
509
United Therapeutics
UTHR
$21.4B
$85.2M 0.02%
203,193
-81,875
MOH icon
510
Molina Healthcare
MOH
$8.49B
$84.8M 0.02%
443,254
-121,207
CG icon
511
Carlyle Group
CG
$20.8B
$84.6M 0.02%
1,349,922
-221,273
LNT icon
512
Alliant Energy
LNT
$16.9B
$83.3M 0.02%
1,235,865
-526,603
OLED icon
513
Universal Display
OLED
$5.67B
$83.2M 0.02%
578,998
-112,015
DOW icon
514
Dow Inc
DOW
$16.4B
$83.1M 0.02%
3,623,906
-581,303
JBHT icon
515
JB Hunt Transport Services
JBHT
$18.9B
$81.8M 0.02%
609,438
-137,789
LYFT icon
516
Lyft
LYFT
$7.76B
$80.8M 0.02%
3,669,702
-1,109,171
BILL icon
517
BILL Holdings
BILL
$5.43B
$80.6M 0.02%
1,521,030
+253,310
ALGN icon
518
Align Technology
ALGN
$11.6B
$80.4M 0.02%
642,358
-107,410
FDS icon
519
Factset
FDS
$10.9B
$80.4M 0.02%
280,752
-77,445
EVRG icon
520
Evergy
EVRG
$17.1B
$80M 0.02%
1,051,711
-633,011
DNLI icon
521
Denali Therapeutics
DNLI
$2.7B
$79.4M 0.02%
5,465,037
-797,240
DKS icon
522
Dick's Sporting Goods
DKS
$19B
$79.1M 0.02%
355,999
-57,115
SJM icon
523
J.M. Smucker
SJM
$10.8B
$79M 0.02%
727,313
-256,810
AWI icon
524
Armstrong World Industries
AWI
$7.98B
$79M 0.02%
402,918
-73,283
ZETA icon
525
Zeta Global
ZETA
$4.38B
$78.9M 0.02%
3,969,185
-258,047