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
$186B
AUM Growth
+$22.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,547
New
Increased
Reduced
Closed

Top Buys

1 +$2.79B
2 +$419M
3 +$215M
4
TAL icon
TAL Education Group
TAL
+$202M
5
INTU icon
Intuit
INTU
+$190M

Top Sells

1 +$1.6B
2 +$237M
3 +$159M
4
BIDU icon
Baidu
BIDU
+$112M
5
IAC icon
IAC Inc
IAC
+$108M

Sector Composition

1 Technology 24.44%
2 Consumer Discretionary 14.2%
3 Healthcare 13.11%
4 Financials 11.12%
5 Communication Services 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$25.7M 0.01%
1,179,261
-82,153
677
$25.5M 0.01%
244,154
+3,573
678
$25.2M 0.01%
179,647
-66,796
679
$25M 0.01%
302,132
-67,596
680
$24.8M 0.01%
553,833
+136,421
681
$24.8M 0.01%
647,830
-66,162
682
$24.5M 0.01%
800,945
+21,858
683
0
684
$24.3M 0.01%
589,726
-329,928
685
$24.3M 0.01%
943,835
+186,180
686
$24.1M 0.01%
186,539
+19,030
687
$24M 0.01%
+592,933
688
$23.9M 0.01%
185,562
+5,993
689
$23.8M 0.01%
802,900
690
$23.8M 0.01%
314,559
+12,719
691
$23.7M 0.01%
685,479
+82,763
692
$23.6M 0.01%
805,950
-9,493
693
$23.6M 0.01%
1,247,286
-882,319
694
$23.5M 0.01%
1,287,519
-15,733
695
$23.5M 0.01%
571,941
+179,310
696
$23.1M 0.01%
428,811
-9,926
697
$23.1M 0.01%
203,223
+3,132
698
$22.8M 0.01%
784,559
-9,428
699
$22.7M 0.01%
567,536
+10,462
700
$22.6M 0.01%
549,080
+32,642