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
1026
$6.6M ﹤0.01%
108,986
+6,640
1027
$6.55M ﹤0.01%
132,594
-225,979
1028
$6.54M ﹤0.01%
174,395
-2,556
1029
$6.51M ﹤0.01%
366,093
+32,828
1030
$6.51M ﹤0.01%
262,560
+4,068
1031
$6.45M ﹤0.01%
183,686
+554
1032
$6.45M ﹤0.01%
63,022
-9,080
1033
$6.4M ﹤0.01%
39,643
+1,329
1034
0
1035
$6.37M ﹤0.01%
353,958
+2,822
1036
$6.35M ﹤0.01%
128,189
+9,418
1037
$6.34M ﹤0.01%
541,570
+1,415
1038
$6.33M ﹤0.01%
56,384
+376
1039
$6.3M ﹤0.01%
256,646
-25,293
1040
$6.26M ﹤0.01%
+137,743
1041
$6.2M ﹤0.01%
567,868
+85,814
1042
$6.19M ﹤0.01%
77,209
+2,365
1043
$6.19M ﹤0.01%
410,049
+16,412
1044
$6.17M ﹤0.01%
142,366
+7,133
1045
$6.15M ﹤0.01%
34,680
+3,550
1046
$6.12M ﹤0.01%
185,163
+16,409
1047
$6.09M ﹤0.01%
442,763
-86,040
1048
$6.07M ﹤0.01%
582,948
+71,493
1049
$6.04M ﹤0.01%
244,568
-214,185
1050
$6.02M ﹤0.01%
519,737
+69,120