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
1126
$3.48M ﹤0.01%
72,620
+12,752
1127
$3.47M ﹤0.01%
70,174
+32,357
1128
$3.47M ﹤0.01%
63,180
-179
1129
$3.47M ﹤0.01%
123,497
-525,671
1130
$3.47M ﹤0.01%
66,156
+9,583
1131
$3.45M ﹤0.01%
191,793
-42,340
1132
$3.43M ﹤0.01%
138,706
+23,517
1133
$3.41M ﹤0.01%
79,567
+14,122
1134
$3.4M ﹤0.01%
118,494
+26,998
1135
$3.39M ﹤0.01%
112,027
+25,227
1136
$3.37M ﹤0.01%
157,919
+23,841
1137
$3.37M ﹤0.01%
634,900
-3,800
1138
$3.34M ﹤0.01%
68,133
+27,923
1139
$3.34M ﹤0.01%
30,537
+5,002
1140
$3.33M ﹤0.01%
133,241
-7,562
1141
$3.33M ﹤0.01%
259,932
+41,971
1142
$3.32M ﹤0.01%
88,040
+14,814
1143
$3.31M ﹤0.01%
139,265
+22,019
1144
$3.31M ﹤0.01%
135,919
+22,200
1145
$3.3M ﹤0.01%
74,843
+10,188
1146
$3.29M ﹤0.01%
161,760
+21,516
1147
$3.27M ﹤0.01%
84,831
-393,812
1148
$3.27M ﹤0.01%
50,275
+14,577
1149
$3.25M ﹤0.01%
56,302
+24,041
1150
$3.24M ﹤0.01%
21,729
+4,330