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
1301
$3.19M ﹤0.01%
25,262
-251
1302
$3.18M ﹤0.01%
252,364
+3,147
1303
$3.18M ﹤0.01%
50,534
+6,305
1304
$3.18M ﹤0.01%
94,104
+17,966
1305
$3.17M ﹤0.01%
71,496
+52,310
1306
$3.17M ﹤0.01%
174,567
-3,281
1307
$3.16M ﹤0.01%
53,560
+849
1308
$3.15M ﹤0.01%
56,877
-455
1309
$3.14M ﹤0.01%
66,640
-896,744
1310
$3.12M ﹤0.01%
210,446
+238
1311
$3.1M ﹤0.01%
204,219
+10,001
1312
$3.09M ﹤0.01%
52,941
-1,153
1313
$3.09M ﹤0.01%
192,771
-15,990
1314
$3.09M ﹤0.01%
293,605
+16,068
1315
$3.08M ﹤0.01%
342,546
+12,531
1316
$3.08M ﹤0.01%
128,393
-76,281
1317
$3.06M ﹤0.01%
66,801
+3,614
1318
$3.06M ﹤0.01%
175,999
+2,982
1319
$3.05M ﹤0.01%
112,668
+939
1320
$3.04M ﹤0.01%
60,232
-1,851
1321
$3.04M ﹤0.01%
64,850
-1,441
1322
$3.04M ﹤0.01%
38,458
-182
1323
$3.02M ﹤0.01%
257,079
+2,724
1324
$3.02M ﹤0.01%
28,367
+1,307
1325
$3.01M ﹤0.01%
24,812
+440