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
$90.7B
AUM Growth
-$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,757
New
Increased
Reduced
Closed

Top Buys

1 +$139M
2 +$124M
3 +$122M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$106M
5
TRIP icon
TripAdvisor
TRIP
+$97.7M

Top Sells

1 +$1.82B
2 +$397M
3 +$193M
4
BKNG icon
Booking.com
BKNG
+$173M
5
NKE icon
Nike
NKE
+$161M

Sector Composition

1 Healthcare 16.43%
2 Financials 14.86%
3 Technology 14.45%
4 Consumer Discretionary 9.86%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$20.6M 0.02%
1,116,947
+38,637
627
$20.6M 0.02%
359,076
+313,517
628
$20.5M 0.02%
280,316
+32,168
629
$20.5M 0.02%
454,204
+421,906
630
$20.4M 0.02%
444,575
+382,029
631
$20.4M 0.02%
849,951
-37,640
632
$20.4M 0.02%
113,695
+17,479
633
$20.3M 0.02%
636,776
-31,530
634
$20.2M 0.02%
627,826
-79,085
635
$20.2M 0.02%
385,588
+63,603
636
$20.1M 0.02%
1,280,029
+22,926
637
$20M 0.02%
617,327
-102,961
638
$19.9M 0.02%
168,593
-639,159
639
$19.9M 0.02%
756,143
+88,941
640
$19.8M 0.02%
225,035
+33,518
641
$19.8M 0.02%
1,653,072
-74,103
642
$19.5M 0.02%
68,611
+5,804
643
$19.4M 0.02%
800,221
-86,076
644
$19.4M 0.02%
521,912
+40,832
645
$19.4M 0.02%
470,261
-61,868
646
$19.2M 0.02%
226,738
+37,179
647
$19.2M 0.02%
1,222,042
-215,658
648
$19M 0.02%
387,964
+37,761
649
$19M 0.02%
164,042
+4,825
650
$18.9M 0.02%
442,221
+12,296