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
976
$4.76M 0.01%
270,039
+13,928
977
$4.72M 0.01%
102,387
+6,876
978
$4.68M 0.01%
145,430
+7,035
979
$4.67M 0.01%
198,021
-223,670
980
$4.67M 0.01%
70,350
+7,347
981
$4.66M 0.01%
276,237
+21,013
982
$4.65M 0.01%
9,258
-813
983
$4.63M 0.01%
119,356
+15,542
984
$4.63M 0.01%
171,476
+5,709
985
$4.62M 0.01%
161,320
-19,533
986
$4.6M 0.01%
214,928
+9,385
987
$4.6M 0.01%
158,043
+973
988
$4.6M 0.01%
503,686
-3,682
989
$4.56M 0.01%
162,526
-81,130
990
$4.52M 0.01%
102,541
-14,837
991
$4.52M 0.01%
106,549
-26,121
992
$4.51M 0.01%
31,651
+774
993
$4.5M 0.01%
284,694
+9,205
994
$4.48M 0.01%
213,142
+54,014
995
$4.45M 0.01%
42,139
+477
996
$4.43M 0.01%
59,018
+4,931
997
$4.39M 0.01%
59,278
+164
998
$4.39M 0.01%
779,672
-301,412
999
$4.32M ﹤0.01%
615,531
-20,769
1000
$4.32M ﹤0.01%
63,910
+603