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
SDGR icon
551
Schrodinger
SDGR
$1.34B
$66.3M 0.01%
3,303,659
-111,621
CCK icon
552
Crown Holdings
CCK
$11.7B
$66.2M 0.01%
685,774
+11,088
CUBE icon
553
CubeSmart
CUBE
$8.33B
$66.1M 0.01%
1,626,317
-625,522
CELH icon
554
Celsius Holdings
CELH
$11.3B
$66M 0.01%
1,147,384
-200,590
EGP icon
555
EastGroup Properties
EGP
$9.74B
$65.8M 0.01%
388,900
-135,440
MTZ icon
556
MasTec
MTZ
$17.4B
$65.7M 0.01%
308,557
-4,943
PI icon
557
Impinj
PI
$4.38B
$65M 0.01%
359,360
-325,211
RBRK icon
558
Rubrik
RBRK
$16B
$64.5M 0.01%
784,262
-104,540
HII icon
559
Huntington Ingalls Industries
HII
$12.8B
$64.4M 0.01%
223,774
+89,920
ALAB icon
560
Astera Labs
ALAB
$24.3B
$64.1M 0.01%
327,123
-199,445
BAH icon
561
Booz Allen Hamilton
BAH
$11.1B
$64M 0.01%
639,869
-178,597
DKNG icon
562
DraftKings
DKNG
$17.7B
$63.8M 0.01%
1,705,725
-365,992
MBB icon
563
iShares MBS ETF
MBB
$39B
-1,040,098
BLDR icon
564
Builders FirstSource
BLDR
$11.6B
$63.2M 0.01%
521,326
-212,380
BF.B icon
565
Brown-Forman Class B
BF.B
$14.1B
$62.4M 0.01%
2,305,338
-145,984
INSP icon
566
Inspire Medical Systems
INSP
$3.47B
$61.9M 0.01%
833,599
+225,291
IBP icon
567
Installed Building Products
IBP
$7.35B
$61.7M 0.01%
250,015
-55,820
SWKS icon
568
Skyworks Solutions
SWKS
$10B
$61.5M 0.01%
799,189
-201,826
ARWR icon
569
Arrowhead Research
ARWR
$9.52B
$60.7M 0.01%
1,759,489
-924,828
TXT icon
570
Textron
TXT
$15.4B
$60.4M 0.01%
715,345
-226,903
FRT icon
571
Federal Realty Investment Trust
FRT
$8.59B
$59.5M 0.01%
587,687
+481,427
PAYC icon
572
Paycom
PAYC
$9.15B
$59.4M 0.01%
285,608
-62,383
AFG icon
573
American Financial Group
AFG
$11.4B
$59.3M 0.01%
407,170
-96,101
APA icon
574
APA Corp
APA
$8.96B
$59.2M 0.01%
2,439,885
-245,210
SPOT icon
575
Spotify
SPOT
$119B
$58.7M 0.01%
84,137
-1,495,330