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
ARW icon
801
Arrow Electronics
ARW
$5.86B
$21.3M ﹤0.01%
176,197
-82,695
EWT icon
802
iShares MSCI Taiwan ETF
EWT
$6.63B
$21.3M ﹤0.01%
335,109
+27,800
KD icon
803
Kyndryl
KD
$6.02B
$21.2M ﹤0.01%
706,918
-415,932
BNL icon
804
Broadstone Net Lease
BNL
$3.35B
$21.2M ﹤0.01%
1,186,698
-376,142
THG icon
805
Hanover Insurance
THG
$6.59B
$21.2M ﹤0.01%
116,712
-62,880
SAIA icon
806
Saia
SAIA
$9.05B
$21.1M ﹤0.01%
70,389
-41,840
FND icon
807
Floor & Decor
FND
$6.52B
$21.1M ﹤0.01%
285,868
-170,133
COLB icon
808
Columbia Banking Systems
COLB
$8.67B
$21M ﹤0.01%
816,973
-70,127
DINO icon
809
HF Sinclair
DINO
$8.86B
$21M ﹤0.01%
400,412
-228,960
ATRC icon
810
AtriCure
ATRC
$2.06B
$20.9M ﹤0.01%
593,339
-609,528
NXT icon
811
Nextpower Inc
NXT
$12.8B
$20.8M ﹤0.01%
281,531
-255,642
UHAL.B icon
812
U-Haul Holding Co Series N
UHAL.B
$9.28B
$20.8M ﹤0.01%
408,626
+308,485
FAF icon
813
First American
FAF
$6.58B
$20.7M ﹤0.01%
322,749
-170,739
WYNN icon
814
Wynn Resorts
WYNN
$13.2B
$20.7M ﹤0.01%
161,385
-96,739
MTCH icon
815
Match Group
MTCH
$7.71B
$20.7M ﹤0.01%
585,083
-387,103
RXRX icon
816
Recursion Pharmaceuticals
RXRX
$2.17B
$20.5M ﹤0.01%
4,196,978
-418,538
CR icon
817
Crane Co
CR
$10.9B
$20.5M ﹤0.01%
111,190
-97,655
WTFC icon
818
Wintrust Financial
WTFC
$9.4B
$20.4M ﹤0.01%
154,311
-94,957
WEX icon
819
WEX
WEX
$5.22B
$20.3M ﹤0.01%
129,025
-58,400
NXST icon
820
Nexstar Media Group
NXST
$6.19B
$20.3M ﹤0.01%
102,633
-56,770
AA icon
821
Alcoa
AA
$12B
$20.3M ﹤0.01%
616,926
+384,919
YOU icon
822
Clear Secure
YOU
$3.8B
$20.3M ﹤0.01%
607,619
+364,350
ASTS icon
823
AST SpaceMobile
ASTS
$18.6B
$20.2M ﹤0.01%
411,831
-243,639
AN icon
824
AutoNation
AN
$7.56B
$20M ﹤0.01%
91,499
-49,408
NFG icon
825
National Fuel Gas
NFG
$7.37B
$20M ﹤0.01%
216,629
-76,403