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
1176
$3.09M ﹤0.01%
218,048
+43,432
1177
$3.08M ﹤0.01%
48,065
+7,867
1178
$3.08M ﹤0.01%
204,965
+7,453
1179
$3.07M ﹤0.01%
634,212
+76,277
1180
$3.07M ﹤0.01%
67,132
+12,434
1181
$3.07M ﹤0.01%
54,962
-10,527
1182
$3.06M ﹤0.01%
103,728
-98,346
1183
$3.06M ﹤0.01%
63,115
-74,037
1184
$3.06M ﹤0.01%
58,089
+10,179
1185
$3.06M ﹤0.01%
57,450
+16,852
1186
$3.05M ﹤0.01%
60,719
+4,220
1187
$3.05M ﹤0.01%
43,210
+11,765
1188
$3.04M ﹤0.01%
81,572
+23,157
1189
$3.04M ﹤0.01%
494,917
+47,938
1190
$3.03M ﹤0.01%
137,840
-262,292
1191
$3.03M ﹤0.01%
185,583
+34,086
1192
$3.03M ﹤0.01%
168,445
+39,199
1193
$3.02M ﹤0.01%
105,284
-230,827
1194
$3.01M ﹤0.01%
120,897
+5,105
1195
$2.99M ﹤0.01%
+185,068
1196
$2.98M ﹤0.01%
128,732
+32,984
1197
$2.97M ﹤0.01%
69,663
+11,057
1198
$2.96M ﹤0.01%
73,944
+20,446
1199
$2.96M ﹤0.01%
92,716
+14,259
1200
$2.93M ﹤0.01%
112,403
+25,070