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
1351
$1.72M ﹤0.01%
38,844
-21,718
1352
$1.72M ﹤0.01%
50,645
+3,300
1353
$1.71M ﹤0.01%
81,674
+11,301
1354
$1.71M ﹤0.01%
75,243
-282,801
1355
$1.71M ﹤0.01%
177,882
-776,610
1356
$1.7M ﹤0.01%
43,514
+2,104
1357
$1.7M ﹤0.01%
48,034
+3,980
1358
$1.7M ﹤0.01%
28,114
+48
1359
$1.69M ﹤0.01%
46,656
+1,220
1360
$1.69M ﹤0.01%
94,422
1361
$1.68M ﹤0.01%
56,500
+26,600
1362
$1.67M ﹤0.01%
14,142
+379
1363
$1.67M ﹤0.01%
176,215
+3,400
1364
$1.67M ﹤0.01%
25,317
1365
$1.66M ﹤0.01%
135,000
1366
$1.65M ﹤0.01%
7,742
-1,076
1367
$1.64M ﹤0.01%
34,931
+2,289
1368
$1.63M ﹤0.01%
23,863
1369
$1.63M ﹤0.01%
57,195
-827
1370
$1.62M ﹤0.01%
17,647
-1,778
1371
0
1372
$1.61M ﹤0.01%
79,724
+14,135
1373
$1.61M ﹤0.01%
113,160
+4,667
1374
$1.61M ﹤0.01%
64,284
+4,610
1375
$1.61M ﹤0.01%
42,808
+588