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
701
$22.5M 0.01%
377,521
+36,878
702
$22.4M 0.01%
205,786
+3,366
703
$22.2M 0.01%
662,247
+91,733
704
$22.1M 0.01%
270,338
+16,206
705
$22.1M 0.01%
599,298
-406,361
706
$22.1M 0.01%
771,758
+81,256
707
$21.9M 0.01%
+726,463
708
$21.8M 0.01%
245,642
+40,194
709
$21.5M 0.01%
176,746
+32,371
710
$21.4M 0.01%
170,530
-10,159
711
$21.4M 0.01%
851,418
+98,019
712
$21.3M 0.01%
1,505,578
+1,215,044
713
$21.2M 0.01%
314,963
+293,163
714
$21.1M 0.01%
687,828
-348,958
715
$20.9M 0.01%
468,208
+2,071
716
$20.9M 0.01%
665,986
+4,641
717
$20.6M 0.01%
+1,648,805
718
$20.5M 0.01%
492,241
-80,733
719
$20.5M 0.01%
679,033
+76,563
720
$20.4M 0.01%
226,820
-27,221
721
$20.3M 0.01%
696,389
+18,393
722
$20.2M 0.01%
912,245
-12,456
723
$20.2M 0.01%
215,137
+18,312
724
$20.2M 0.01%
260,651
-839
725
$20.2M 0.01%
110,900
+171