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
BBWI icon
951
Bath & Body Works
BBWI
$4.02B
$14.4M ﹤0.01%
558,678
-498,631
PCVX icon
952
Vaxcyte
PCVX
$5.72B
$14.3M ﹤0.01%
398,144
-156,864
FMC icon
953
FMC
FMC
$1.64B
$14.2M ﹤0.01%
423,262
-200,251
SIRI icon
954
SiriusXM
SIRI
$7.23B
$14.2M ﹤0.01%
611,281
-326,880
LSTR icon
955
Landstar System
LSTR
$4.97B
$14.2M ﹤0.01%
115,713
-53,485
ESNT icon
956
Essent Group
ESNT
$6.3B
$14.1M ﹤0.01%
222,077
-223,743
GFL icon
957
GFL Environmental
GFL
$15.2B
$14.1M ﹤0.01%
297,300
+124,784
GBCI icon
958
Glacier Bancorp
GBCI
$5.76B
$14M ﹤0.01%
288,054
-171,532
BMI icon
959
Badger Meter
BMI
$5.42B
$13.9M ﹤0.01%
77,889
-59,370
POST icon
960
Post Holdings
POST
$5.16B
$13.9M ﹤0.01%
128,976
-55,953
ACLX icon
961
Arcellx
ACLX
$3.84B
$13.8M ﹤0.01%
168,631
-98,480
SARO
962
StandardAero Inc
SARO
$9.17B
$13.8M ﹤0.01%
506,636
-49,324
DLB icon
963
Dolby
DLB
$6.38B
$13.8M ﹤0.01%
190,570
-109,349
AEM icon
964
Agnico Eagle Mines
AEM
$83.6B
$13.8M ﹤0.01%
81,676
-726,322
WHR icon
965
Whirlpool
WHR
$4.24B
$13.7M ﹤0.01%
174,786
-98,358
NPO icon
966
Enpro
NPO
$4.54B
$13.7M ﹤0.01%
60,743
-30,893
BYD icon
967
Boyd Gaming
BYD
$6.64B
$13.6M ﹤0.01%
157,660
-67,028
HXL icon
968
Hexcel
HXL
$5.76B
$13.6M ﹤0.01%
217,129
-128,784
CLF icon
969
Cleveland-Cliffs
CLF
$7.36B
$13.6M ﹤0.01%
1,114,634
-601,591
TNL icon
970
Travel + Leisure Co
TNL
$4.55B
$13.5M ﹤0.01%
227,587
-108,132
UEC icon
971
Uranium Energy
UEC
$5.87B
$13.5M ﹤0.01%
1,014,046
-792,062
SEE icon
972
Sealed Air
SEE
$6.13B
$13.5M ﹤0.01%
382,430
-215,790
ENPH icon
973
Enphase Energy
ENPH
$4.17B
$13.5M ﹤0.01%
380,794
-250,358
MAT icon
974
Mattel
MAT
$6.38B
$13.4M ﹤0.01%
798,817
-313,058
AGO icon
975
Assured Guaranty
AGO
$4.19B
$13.4M ﹤0.01%
158,530
-95,962