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
1276
$2.17M ﹤0.01%
24,491
+6,980
1277
$2.17M ﹤0.01%
31,975
-186
1278
$2.16M ﹤0.01%
88,566
+1,343
1279
$2.15M ﹤0.01%
205,636
-105,819
1280
$2.15M ﹤0.01%
178,356
-29,507
1281
$2.14M ﹤0.01%
42,755
+5,673
1282
$2.13M ﹤0.01%
79,516
1283
$2.12M ﹤0.01%
157,041
+1,657
1284
$2.12M ﹤0.01%
102,889
+3,900
1285
$2.11M ﹤0.01%
86,841
+5,486
1286
$2.1M ﹤0.01%
254,178
+3,435
1287
$2.08M ﹤0.01%
20,231
+1,039
1288
$2.08M ﹤0.01%
117,996
+32,487
1289
$2.08M ﹤0.01%
14,274
+11,053
1290
$2.07M ﹤0.01%
51,747
-30,992
1291
$2.06M ﹤0.01%
80,188
+3,534
1292
$2.06M ﹤0.01%
75,035
+5,203
1293
$2.05M ﹤0.01%
37,405
+2,474
1294
$2.04M ﹤0.01%
163,035
+3,398
1295
$2.04M ﹤0.01%
40,762
-222
1296
$2.02M ﹤0.01%
152,522
+10,056
1297
$2.01M ﹤0.01%
31,660
-12,903
1298
$2.01M ﹤0.01%
115,545
-136,773
1299
$2.01M ﹤0.01%
38,566
1300
$2M ﹤0.01%
134,417
-61,014