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
$88.5B
AUM Growth
+$2.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,704
New
Increased
Reduced
Closed

Top Buys

1 +$205M
2 +$198M
3 +$180M
4
MDLZ icon
Mondelez International
MDLZ
+$138M
5
BABA icon
Alibaba
BABA
+$132M

Top Sells

1 +$270M
2 +$212M
3 +$177M
4
ISRG icon
Intuitive Surgical
ISRG
+$108M
5
BKNG icon
Booking.com
BKNG
+$100M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.51%
3 Financials 12.9%
4 Consumer Discretionary 10.06%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$15.2M 0.02%
195,487
+59,700
727
$15.1M 0.02%
270,559
-6,377
728
$15.1M 0.02%
252,475
+113,901
729
$15M 0.02%
556,344
-117,836
730
$14.9M 0.02%
626,267
+206,219
731
$14.9M 0.02%
329,259
+5,995
732
$14.8M 0.02%
431,100
+24,967
733
$14.7M 0.02%
461,834
+28,095
734
$14.7M 0.02%
210,148
-44,500
735
$14.7M 0.02%
753,523
+16,000
736
$14.7M 0.02%
990,255
-20,008
737
$14.6M 0.02%
992,071
-12,814
738
$14.6M 0.02%
156,874
+89,441
739
$14.5M 0.02%
934,805
+38,668
740
$14.5M 0.02%
419,400
+380,987
741
$14.4M 0.02%
359,620
+14,235
742
$14.4M 0.02%
425,686
+88,232
743
$14.4M 0.02%
602,854
-21,630
744
$14.4M 0.02%
179,039
+65,688
745
$14.3M 0.02%
215,284
+2,342
746
$14.2M 0.02%
244,973
+84,275
747
$14.2M 0.02%
589,623
+15,312
748
$14.2M 0.02%
307,133
+127,877
749
$14.2M 0.02%
51,306
+14,372
750
$14.1M 0.02%
+601,366