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
MTSI icon
826
MACOM Technology Solutions
MTSI
$13.2B
$20M ﹤0.01%
160,389
-134,404
LNC icon
827
Lincoln National
LNC
$8.6B
$19.9M ﹤0.01%
494,559
-314,073
BVN icon
828
Compañía de Minas Buenaventura
BVN
$7.14B
$19.9M ﹤0.01%
819,262
-431,942
AAON icon
829
Aaon
AAON
$6.37B
$19.9M ﹤0.01%
212,918
-101,053
OVV icon
830
Ovintiv
OVV
$9.44B
$19.8M ﹤0.01%
491,495
-301,576
QRVO icon
831
Qorvo
QRVO
$8B
$19.8M ﹤0.01%
217,750
-114,124
SATS icon
832
EchoStar
SATS
$29.8B
$19.8M ﹤0.01%
259,067
-171,289
PNFP icon
833
Pinnacle Financial Partners
PNFP
$7.74B
$19.8M ﹤0.01%
210,843
-145,930
CHWY icon
834
Chewy
CHWY
$13.8B
$19.6M ﹤0.01%
484,335
-188,049
SLM icon
835
SLM Corp
SLM
$5.45B
$19.6M ﹤0.01%
707,453
-374,767
MKTX icon
836
MarketAxess Holdings
MKTX
$6.67B
$19.5M ﹤0.01%
111,914
-72,321
TDC icon
837
Teradata
TDC
$2.77B
$19.5M ﹤0.01%
906,433
-605,022
CHE icon
838
Chemed
CHE
$6.05B
$19.4M ﹤0.01%
43,426
-23,622
OLLI icon
839
Ollie's Bargain Outlet
OLLI
$6.73B
$19.4M ﹤0.01%
151,071
-72,351
LOPE icon
840
Grand Canyon Education
LOPE
$4.62B
$19.1M ﹤0.01%
87,141
-47,233
TEM
841
Tempus AI
TEM
$12.1B
$19M ﹤0.01%
235,264
-16,166
CPB icon
842
Campbell Soup
CPB
$8.55B
$18.9M ﹤0.01%
599,478
-1,485,105
TTC icon
843
Toro Company
TTC
$7.11B
$18.9M ﹤0.01%
247,854
-122,970
BFAM icon
844
Bright Horizons
BFAM
$5.89B
$18.8M ﹤0.01%
173,521
-105,311
RLI icon
845
RLI Corp
RLI
$6.01B
$18.8M ﹤0.01%
288,299
-142,523
NHI icon
846
National Health Investors
NHI
$3.66B
$18.8M ﹤0.01%
236,383
+195,716
ONTO icon
847
Onto Innovation
ONTO
$7.66B
$18.7M ﹤0.01%
144,777
-72,869
WTS icon
848
Watts Water Technologies
WTS
$9.31B
$18.7M ﹤0.01%
66,794
-47,936
AR icon
849
Antero Resources
AR
$10.3B
$18.6M ﹤0.01%
554,996
-347,584
PLXS icon
850
Plexus
PLXS
$4.13B
$18.6M ﹤0.01%
128,522
+15,546