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
1151
$3.24M ﹤0.01%
87,148
+17,607
1152
$3.24M ﹤0.01%
57,152
+12,854
1153
$3.24M ﹤0.01%
90,465
+17,693
1154
$3.24M ﹤0.01%
134,690
+15,944
1155
$3.23M ﹤0.01%
32,093
+6,039
1156
$3.22M ﹤0.01%
64,345
+10,337
1157
$3.2M ﹤0.01%
63,598
+10,523
1158
$3.19M ﹤0.01%
140,299
+19,361
1159
$3.19M ﹤0.01%
123,258
+17,297
1160
$3.18M ﹤0.01%
151,613
+31,595
1161
$3.17M ﹤0.01%
652,010
+39,670
1162
$3.17M ﹤0.01%
58,470
+12,178
1163
$3.17M ﹤0.01%
561,414
+42,318
1164
$3.16M ﹤0.01%
49,729
+8,128
1165
$3.16M ﹤0.01%
61,355
+4,954
1166
$3.15M ﹤0.01%
105,008
+22,923
1167
$3.15M ﹤0.01%
61,708
+17,832
1168
$3.14M ﹤0.01%
117,376
+19,548
1169
$3.14M ﹤0.01%
44,265
+11,131
1170
$3.13M ﹤0.01%
253,516
+61,249
1171
$3.13M ﹤0.01%
40,861
+6,620
1172
$3.13M ﹤0.01%
98,503
+14,707
1173
$3.11M ﹤0.01%
522,352
-31,400
1174
$3.11M ﹤0.01%
43,267
+5,860
1175
$3.09M ﹤0.01%
246,921
+3,764