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
$90.7B
AUM Growth
-$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,757
New
Increased
Reduced
Closed

Top Buys

1 +$139M
2 +$124M
3 +$122M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$106M
5
TRIP icon
TripAdvisor
TRIP
+$97.7M

Top Sells

1 +$1.82B
2 +$397M
3 +$193M
4
BKNG icon
Booking.com
BKNG
+$173M
5
NKE icon
Nike
NKE
+$161M

Sector Composition

1 Healthcare 16.43%
2 Financials 14.86%
3 Technology 14.45%
4 Consumer Discretionary 9.86%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$7.3M 0.01%
216,405
+45,502
902
$7.2M 0.01%
554,615
+7,395
903
$7.16M 0.01%
184,883
+22,102
904
$7.14M 0.01%
163,363
+15,162
905
$7.08M 0.01%
174,004
+31,576
906
$7.08M 0.01%
292,005
+27,674
907
$7.08M 0.01%
513,293
-314,532
908
$7.05M 0.01%
500,677
+78,558
909
$7.02M 0.01%
299,946
+29,474
910
0
911
$6.93M 0.01%
274,354
+50,692
912
$6.88M 0.01%
318,476
+141,372
913
$6.86M 0.01%
4,086,873
-319,071
914
$6.81M 0.01%
50,800
+50
915
$6.78M 0.01%
380,775
+92,300
916
$6.77M 0.01%
1,380,900
+431,500
917
$6.75M 0.01%
234,463
+18,456
918
$6.72M 0.01%
635,018
+69,479
919
$6.69M 0.01%
71,636
+8,341
920
$6.68M 0.01%
326,600
921
$6.66M 0.01%
1,093,010
-5,584
922
$6.66M 0.01%
243,585
-2,635
923
$6.6M 0.01%
119,268
+14,910
924
$6.57M 0.01%
199,243
-113,310
925
$6.54M 0.01%
1,333,635
+97,815