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
RKT icon
1276
Rocket Companies
RKT
$53.7B
$6.1M ﹤0.01%
314,820
-2,814,621
CATY icon
1277
Cathay General Bancorp
CATY
$3.43B
$6.09M ﹤0.01%
126,755
-94,929
PLUG icon
1278
Plug Power
PLUG
$3.06B
$6.08M ﹤0.01%
2,611,145
-1,905,610
LTH icon
1279
Life Time Group Holdings
LTH
$5.83B
$6.08M ﹤0.01%
220,400
-89,121
SHOO icon
1280
Steven Madden
SHOO
$3.13B
$6.07M ﹤0.01%
181,389
-91,938
WD icon
1281
Walker & Dunlop
WD
$2.05B
$6.07M ﹤0.01%
72,580
-58,304
PBH icon
1282
Prestige Consumer Healthcare
PBH
$2.97B
$6.07M ﹤0.01%
97,237
-65,619
EYE icon
1283
National Vision
EYE
$2.27B
$6.05M ﹤0.01%
207,397
+137,713
PRM icon
1284
Perimeter Solutions
PRM
$4.19B
$6.05M ﹤0.01%
270,100
-197,075
IRON icon
1285
Disc Medicine
IRON
$3.02B
$6.04M ﹤0.01%
91,380
-30,204
IPGP icon
1286
IPG Photonics
IPGP
$3.2B
$6.03M ﹤0.01%
76,156
-33,742
BANR icon
1287
Banner Corp
BANR
$2.26B
$5.98M ﹤0.01%
91,276
-86,952
IOSP icon
1288
Innospec
IOSP
$1.92B
$5.97M ﹤0.01%
77,358
-47,806
PL icon
1289
Planet Labs
PL
$6.02B
$5.95M ﹤0.01%
458,611
-314,004
LCII icon
1290
LCI Industries
LCII
$2.99B
$5.95M ﹤0.01%
63,864
-44,988
NCNO icon
1291
nCino
NCNO
$2.95B
$5.94M ﹤0.01%
219,287
-104,931
KOS icon
1292
Kosmos Energy
KOS
$475M
$5.94M ﹤0.01%
3,575,742
-43,378
LBTYK icon
1293
Liberty Global Class C
LBTYK
$3.75B
$5.87M ﹤0.01%
499,209
-244,787
ATMU icon
1294
Atmus Filtration Technologies
ATMU
$4.37B
$5.85M ﹤0.01%
129,842
-94,897
CARG icon
1295
CarGurus
CARG
$3.69B
$5.82M ﹤0.01%
156,228
-110,289
IESC icon
1296
IES Holdings
IESC
$8.14B
$5.81M ﹤0.01%
14,622
-14,918
CRVL icon
1297
CorVel
CRVL
$3.52B
$5.81M ﹤0.01%
75,048
-49,412
KEX icon
1298
Kirby Corp
KEX
$6.01B
$5.8M ﹤0.01%
69,457
-92,931
PATK icon
1299
Patrick Industries
PATK
$3.68B
$5.8M ﹤0.01%
56,036
-39,730
BKU icon
1300
Bankunited
BKU
$3.4B
$5.79M ﹤0.01%
151,819
-131,953