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
$186B
AUM Growth
+$22.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,547
New
Increased
Reduced
Closed

Top Buys

1 +$2.79B
2 +$419M
3 +$215M
4
TAL icon
TAL Education Group
TAL
+$202M
5
INTU icon
Intuit
INTU
+$190M

Top Sells

1 +$1.6B
2 +$237M
3 +$159M
4
BIDU icon
Baidu
BIDU
+$112M
5
IAC icon
IAC Inc
IAC
+$108M

Sector Composition

1 Technology 24.44%
2 Consumer Discretionary 14.2%
3 Healthcare 13.11%
4 Financials 11.12%
5 Communication Services 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$3.37M ﹤0.01%
320,792
+9,825
1277
$3.37M ﹤0.01%
109,799
+6,815
1278
$3.37M ﹤0.01%
59,025
+2,835
1279
$3.37M ﹤0.01%
60,273
+4,909
1280
$3.36M ﹤0.01%
19,265
+4,600
1281
$3.36M ﹤0.01%
83,932
-526
1282
$3.35M ﹤0.01%
10,914
-208
1283
$3.35M ﹤0.01%
128,177
+11,154
1284
$3.34M ﹤0.01%
195,527
+3,397
1285
$3.33M ﹤0.01%
17,590
+1,137
1286
$3.33M ﹤0.01%
103,636
-2,165
1287
$3.32M ﹤0.01%
77,758
+634
1288
$3.31M ﹤0.01%
85,086
-6,060
1289
$3.29M ﹤0.01%
59,853
+5,350
1290
$3.26M ﹤0.01%
134,078
-22,452
1291
$3.26M ﹤0.01%
110,626
+665
1292
$3.26M ﹤0.01%
277,107
-2,599
1293
$3.25M ﹤0.01%
59,748
+3,863
1294
$3.24M ﹤0.01%
162,334
+3,838
1295
$3.24M ﹤0.01%
225,998
-2,565
1296
$3.2M ﹤0.01%
110,628
+8,718
1297
$3.2M ﹤0.01%
119,043
-1,863
1298
$3.2M ﹤0.01%
32,803
+839
1299
$3.19M ﹤0.01%
21,222
+2,850
1300
$3.19M ﹤0.01%
40,947
+1,873