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
1026
$3.98M ﹤0.01%
37,143
+949
1027
$3.97M ﹤0.01%
115,506
-906
1028
$3.93M ﹤0.01%
114,848
+69,532
1029
$3.93M ﹤0.01%
84,974
-16
1030
$3.93M ﹤0.01%
28,474
+685
1031
$3.92M ﹤0.01%
57,029
+388
1032
$3.91M ﹤0.01%
+146,422
1033
$3.9M ﹤0.01%
52,737
+4,301
1034
$3.9M ﹤0.01%
991,481
-2,264,710
1035
$3.9M ﹤0.01%
9,493
+3,152
1036
$3.88M ﹤0.01%
39,142
-3,029
1037
$3.88M ﹤0.01%
76,752
+3,713
1038
$3.85M ﹤0.01%
131,066
+4,500
1039
$3.84M ﹤0.01%
40,390
+1,140
1040
$3.83M ﹤0.01%
86,866
+2,272
1041
$3.83M ﹤0.01%
431,405
+4,419
1042
$3.83M ﹤0.01%
212,506
+12,625
1043
$3.81M ﹤0.01%
26,240
+1,730
1044
$3.81M ﹤0.01%
70,481
+4,684
1045
0
1046
$3.79M ﹤0.01%
32,981
-5,625
1047
$3.78M ﹤0.01%
1,516,867
+434,519
1048
$3.76M ﹤0.01%
47,557
+728
1049
$3.76M ﹤0.01%
119,612
+9,407
1050
$3.76M ﹤0.01%
352,012
-34,296