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
$186B
AUM Growth
+$22.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,547
New
Increased
Reduced
Closed

Top Buys

1 +$2.79B
2 +$419M
3 +$215M
4
TAL icon
TAL Education Group
TAL
+$202M
5
INTU icon
Intuit
INTU
+$190M

Top Sells

1 +$1.6B
2 +$237M
3 +$159M
4
BIDU icon
Baidu
BIDU
+$112M
5
IAC icon
IAC Inc
IAC
+$108M

Sector Composition

1 Technology 24.44%
2 Consumer Discretionary 14.2%
3 Healthcare 13.11%
4 Financials 11.12%
5 Communication Services 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$7.13M ﹤0.01%
121,050
+3,830
1002
$7.13M ﹤0.01%
1,007,123
+40,478
1003
$7.1M ﹤0.01%
65,006
+867
1004
$7.09M ﹤0.01%
136,879
+5,915
1005
$7.03M ﹤0.01%
812,290
+53,450
1006
$7.01M ﹤0.01%
164,534
-59,160
1007
$7M ﹤0.01%
87,650
+1,594
1008
$6.95M ﹤0.01%
120,048
+1,403
1009
$6.95M ﹤0.01%
77,445
+1,932
1010
$6.93M ﹤0.01%
143,387
-6,613
1011
$6.91M ﹤0.01%
36,146
+34,746
1012
$6.86M ﹤0.01%
66,387
-1,021
1013
$6.83M ﹤0.01%
130,191
-242,491
1014
$6.76M ﹤0.01%
127,640
+11,924
1015
$6.71M ﹤0.01%
77,533
+4,781
1016
$6.71M ﹤0.01%
29,441
+2,292
1017
$6.71M ﹤0.01%
398,663
-52,373
1018
$6.68M ﹤0.01%
17,453
+685
1019
$6.67M ﹤0.01%
132,017
-46,328
1020
$6.65M ﹤0.01%
160,516
-5,750
1021
$6.65M ﹤0.01%
122,736
+7,308
1022
$6.65M ﹤0.01%
115,416
+8,183
1023
$6.62M ﹤0.01%
93,298
+4,464
1024
$6.61M ﹤0.01%
352,067
-14,908
1025
$6.61M ﹤0.01%
274,196
+39,659