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
$90.7B
AUM Growth
-$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,757
New
Increased
Reduced
Closed

Top Buys

1 +$139M
2 +$124M
3 +$122M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$106M
5
TRIP icon
TripAdvisor
TRIP
+$97.7M

Top Sells

1 +$1.82B
2 +$397M
3 +$193M
4
BKNG icon
Booking.com
BKNG
+$173M
5
NKE icon
Nike
NKE
+$161M

Sector Composition

1 Healthcare 16.43%
2 Financials 14.86%
3 Technology 14.45%
4 Consumer Discretionary 9.86%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$2.17M ﹤0.01%
47,654
+10,733
1327
$2.17M ﹤0.01%
56,707
+19,309
1328
$2.17M ﹤0.01%
40,347
+11,867
1329
$2.16M ﹤0.01%
165,226
+55,816
1330
$2.16M ﹤0.01%
35,016
+14,520
1331
$2.15M ﹤0.01%
29,486
-22,801
1332
$2.15M ﹤0.01%
34,451
+2,880
1333
$2.14M ﹤0.01%
131,976
+34,211
1334
$2.13M ﹤0.01%
19,930
-3,782
1335
$2.13M ﹤0.01%
87,703
-3,937
1336
$2.12M ﹤0.01%
44,436
+9,007
1337
$2.12M ﹤0.01%
53,669
+18,192
1338
$2.12M ﹤0.01%
33,499
+6,400
1339
$2.11M ﹤0.01%
7,596
+3,077
1340
$2.1M ﹤0.01%
662,851
-7,919
1341
$2.1M ﹤0.01%
63,059
+16,336
1342
$2.1M ﹤0.01%
23,199
+2,400
1343
$2.09M ﹤0.01%
80,241
+18,149
1344
$2.09M ﹤0.01%
76,138
+22,808
1345
$2.09M ﹤0.01%
75,306
+4,300
1346
$2.09M ﹤0.01%
74,481
+20,197
1347
$2.09M ﹤0.01%
77,229
+18,737
1348
$2.09M ﹤0.01%
254,960
-54,016
1349
$2.09M ﹤0.01%
+2,874
1350
$2.09M ﹤0.01%
80,174
+21,382