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
1026
$4.62M 0.01%
210,820
+21,808
1027
$4.61M 0.01%
119,965
+17,384
1028
$4.61M 0.01%
160,908
+46,088
1029
$4.6M 0.01%
103,008
+20,865
1030
$4.58M 0.01%
107,261
-8,945
1031
$4.58M 0.01%
93,111
+14,399
1032
$4.58M 0.01%
163,467
+10,619
1033
$4.56M 0.01%
95,482
+4,347
1034
$4.55M 0.01%
167,148
+24,808
1035
$4.54M 0.01%
1,288,381
-641,718
1036
$4.53M 0.01%
59,981
+1,372
1037
$4.52M 0.01%
409,238
+59,029
1038
$4.52M 0.01%
486,463
-211,914
1039
$4.51M 0.01%
97,051
+43,294
1040
$4.51M 0.01%
302,000
+120,700
1041
$4.5M 0.01%
255,145
+17,045
1042
$4.47M ﹤0.01%
306,968
+54,834
1043
$4.46M ﹤0.01%
646,159
-9,300
1044
$4.46M ﹤0.01%
42,529
+5,690
1045
$4.46M ﹤0.01%
114,180
+40,783
1046
$4.46M ﹤0.01%
257,740
+53,900
1047
$4.46M ﹤0.01%
109,598
+45,117
1048
$4.42M ﹤0.01%
37,347
+2,499
1049
$4.42M ﹤0.01%
41,279
+6,492
1050
$4.42M ﹤0.01%
267,732
+181,747