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
1326
$1.86M ﹤0.01%
113,110
+14,967
1327
$1.85M ﹤0.01%
107,383
+19,391
1328
$1.84M ﹤0.01%
50,268
-9,805
1329
$1.84M ﹤0.01%
144,761
1330
$1.84M ﹤0.01%
68,444
-29,478
1331
$1.83M ﹤0.01%
55,280
+756
1332
$1.83M ﹤0.01%
43,099
-123,245
1333
$1.83M ﹤0.01%
64,158
+3,238
1334
$1.81M ﹤0.01%
102,805
+6,041
1335
$1.81M ﹤0.01%
44,520
-58,541
1336
$1.8M ﹤0.01%
99,555
-3,022
1337
$1.8M ﹤0.01%
38,480
+3,282
1338
$1.79M ﹤0.01%
84,974
+5,500
1339
$1.79M ﹤0.01%
62,388
-1,965
1340
$1.78M ﹤0.01%
105,423
+797
1341
$1.77M ﹤0.01%
59,198
+1,000
1342
$1.76M ﹤0.01%
63,511
+2,972
1343
$1.75M ﹤0.01%
65,009
-10,377
1344
$1.75M ﹤0.01%
60,459
+32,819
1345
$1.74M ﹤0.01%
35,541
-76,905
1346
$1.74M ﹤0.01%
131,104
+8,400
1347
$1.74M ﹤0.01%
34,010
+4,717
1348
$1.74M ﹤0.01%
93,609
+2,537
1349
$1.73M ﹤0.01%
23,041
+7,642
1350
$1.72M ﹤0.01%
18,805
-280