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
$461B
AUM Growth
-$33.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,688
New
Increased
Reduced
Closed

Top Buys

1 +$25.7B
2 +$2.08B
3 +$1.61B
4
NTES icon
NetEase
NTES
+$1.3B
5
UNP icon
Union Pacific
UNP
+$913M

Top Sells

1 +$7.68B
2 +$3.82B
3 +$2.94B
4
UBS icon
UBS Group
UBS
+$2.89B
5
TSLA icon
Tesla
TSLA
+$2.21B

Sector Composition

1 Technology 37.91%
2 Financials 12.35%
3 Consumer Discretionary 10.52%
4 Healthcare 9.66%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ACHC icon
1226
Acadia Healthcare
ACHC
$1.29B
$6.77M ﹤0.01%
273,417
-144,765
NE icon
1227
Noble Corp
NE
$4.72B
$6.76M ﹤0.01%
239,024
-146,922
PINC
1228
DELISTED
Premier
PINC
$6.75M ﹤0.01%
242,637
-160,208
WAY
1229
Waystar Holding Corp
WAY
$6.25B
$6.71M ﹤0.01%
176,913
-82,995
HUT
1230
Hut 8
HUT
$4.46B
$6.7M ﹤0.01%
192,386
-44,915
CALM icon
1231
Cal-Maine
CALM
$4.21B
$6.69M ﹤0.01%
71,134
-66,188
SFBS icon
1232
ServisFirst Bancshares
SFBS
$4.07B
$6.68M ﹤0.01%
82,995
-62,707
AMTM
1233
Amentum Holdings
AMTM
$7.24B
$6.66M ﹤0.01%
277,897
-152,645
RLJ icon
1234
RLJ Lodging Trust
RLJ
$1.16B
$6.61M ﹤0.01%
917,592
-306,194
AVNT icon
1235
Avient
AVNT
$2.83B
$6.6M ﹤0.01%
200,230
-179,371
SEDG icon
1236
SolarEdge
SEDG
$1.77B
$6.59M ﹤0.01%
178,146
-65,701
CVBF icon
1237
CVB Financial
CVBF
$2.73B
$6.58M ﹤0.01%
348,197
-207,209
NWN icon
1238
Northwest Natural Holdings
NWN
$1.94B
$6.57M ﹤0.01%
146,147
-66,325
ASO icon
1239
Academy Sports + Outdoors
ASO
$3.7B
$6.53M ﹤0.01%
130,516
-76,565
AMBA icon
1240
Ambarella
AMBA
$3.24B
$6.5M ﹤0.01%
78,727
-153,907
VAL icon
1241
Valaris
VAL
$3.77B
$6.49M ﹤0.01%
133,159
-83,322
LCID icon
1242
Lucid Motors
LCID
$4.07B
$6.49M ﹤0.01%
272,635
-171,495
FOLD icon
1243
Amicus Therapeutics
FOLD
$3.26B
$6.48M ﹤0.01%
822,931
-432,872
CBU icon
1244
Community Bank
CBU
$3.16B
$6.47M ﹤0.01%
110,306
-83,166
ACLS icon
1245
Axcelis
ACLS
$2.65B
$6.45M ﹤0.01%
66,098
-45,292
ATKR icon
1246
Atkore
ATKR
$2.18B
$6.45M ﹤0.01%
102,830
-47,794
CIB icon
1247
Grupo Cibest SA
CIB
$15.2B
$6.44M ﹤0.01%
+123,958
CSR
1248
Centerspace
CSR
$1.09B
$6.44M ﹤0.01%
109,301
+90,548
SMG icon
1249
ScottsMiracle-Gro
SMG
$3.35B
$6.43M ﹤0.01%
112,989
-66,251
HAE icon
1250
Haemonetics
HAE
$3.91B
$6.43M ﹤0.01%
131,966
-81,943