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
$88.5B
AUM Growth
+$2.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,704
New
Increased
Reduced
Closed

Top Buys

1 +$205M
2 +$198M
3 +$180M
4
MDLZ icon
Mondelez International
MDLZ
+$138M
5
BABA icon
Alibaba
BABA
+$132M

Top Sells

1 +$270M
2 +$212M
3 +$177M
4
ISRG icon
Intuitive Surgical
ISRG
+$108M
5
BKNG icon
Booking.com
BKNG
+$100M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.51%
3 Financials 12.9%
4 Consumer Discretionary 10.06%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$2.8M ﹤0.01%
52,321
-96,432
1177
$2.79M ﹤0.01%
61,209
-299
1178
$2.79M ﹤0.01%
737,178
-1,641,305
1179
$2.78M ﹤0.01%
43,548
-953
1180
$2.77M ﹤0.01%
33,907
+19,011
1181
$2.77M ﹤0.01%
70,722
+1,786
1182
$2.76M ﹤0.01%
40,140
-1,803
1183
$2.75M ﹤0.01%
71,332
+747
1184
$2.75M ﹤0.01%
126,480
1185
$2.74M ﹤0.01%
54,388
+5,252
1186
$2.74M ﹤0.01%
94,413
-9,912
1187
$2.71M ﹤0.01%
30,612
-986
1188
$2.71M ﹤0.01%
51,992
+1,546
1189
$2.71M ﹤0.01%
39,529
-505
1190
$2.7M ﹤0.01%
21,339
+153
1191
$2.68M ﹤0.01%
40,202
-2,131
1192
$2.67M ﹤0.01%
172,445
+5,534
1193
$2.66M ﹤0.01%
260,266
+18,273
1194
$2.65M ﹤0.01%
31,513
-271,018
1195
$2.65M ﹤0.01%
251,384
+17,446
1196
$2.65M ﹤0.01%
171,370
+33,204
1197
$2.64M ﹤0.01%
21,434
+2,040
1198
$2.63M ﹤0.01%
51,580
+463
1199
$2.62M ﹤0.01%
110,171
+3,518
1200
$2.61M ﹤0.01%
41,378
-500