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
1051
$4.38M ﹤0.01%
69,655
+3,721
1052
$4.38M ﹤0.01%
156,667
+26,580
1053
$4.36M ﹤0.01%
324,456
+57,474
1054
$4.33M ﹤0.01%
80,256
+13,347
1055
$4.31M ﹤0.01%
48,984
+5,208
1056
$4.31M ﹤0.01%
34,679
+5,591
1057
$4.3M ﹤0.01%
580,642
+70,104
1058
$4.27M ﹤0.01%
+238,247
1059
$4.25M ﹤0.01%
207,190
+46,386
1060
$4.24M ﹤0.01%
327,797
-56,694
1061
$4.23M ﹤0.01%
1,302,292
+70,929
1062
$4.23M ﹤0.01%
270,342
+33,430
1063
$4.22M ﹤0.01%
112,630
+9,079
1064
$4.22M ﹤0.01%
261,527
+27,113
1065
$4.22M ﹤0.01%
106,572
+15,041
1066
$4.19M ﹤0.01%
101,836
+15,778
1067
$4.18M ﹤0.01%
31,318
+6,419
1068
$4.15M ﹤0.01%
21,452
+3,280
1069
$4.14M ﹤0.01%
98,909
+12,254
1070
$4.13M ﹤0.01%
117,850
+107,851
1071
$4.11M ﹤0.01%
100,665
+48,351
1072
$4.1M ﹤0.01%
72,611
+8,447
1073
$4.08M ﹤0.01%
137,655
+30,060
1074
$4.02M ﹤0.01%
82,048
+12,689
1075
$4.01M ﹤0.01%
53,736
+6,724