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
$461B
AUM Growth
-$33.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,688
New
Increased
Reduced
Closed

Top Buys

1 +$25.7B
2 +$2.08B
3 +$1.61B
4
NTES icon
NetEase
NTES
+$1.3B
5
UNP icon
Union Pacific
UNP
+$913M

Top Sells

1 +$7.68B
2 +$3.82B
3 +$2.94B
4
UBS icon
UBS Group
UBS
+$2.89B
5
TSLA icon
Tesla
TSLA
+$2.21B

Sector Composition

1 Technology 37.91%
2 Financials 12.35%
3 Consumer Discretionary 10.52%
4 Healthcare 9.66%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMSC icon
1376
American Superconductor
AMSC
$1.46B
$4.91M ﹤0.01%
82,637
-51,597
NMRK icon
1377
Newmark Group
NMRK
$3.16B
$4.9M ﹤0.01%
262,948
-160,249
HCI icon
1378
HCI Group
HCI
$2.46B
$4.9M ﹤0.01%
25,519
+1,495
KGS icon
1379
Kodiak Gas Services
KGS
$3.11B
$4.88M ﹤0.01%
132,096
-53,320
MAN icon
1380
ManpowerGroup
MAN
$1.38B
$4.86M ﹤0.01%
128,119
-74,212
DJT icon
1381
Trump Media & Technology Group
DJT
$4.51B
$4.84M ﹤0.01%
295,012
-130,043
GEO icon
1382
The GEO Group
GEO
$2.22B
$4.84M ﹤0.01%
236,282
+126,182
BBT
1383
Beacon Financial Corp
BBT
$2.31B
$4.84M ﹤0.01%
203,949
-36,572
SUPN icon
1384
Supernus Pharmaceuticals
SUPN
$2.95B
$4.83M ﹤0.01%
101,022
-66,670
AG icon
1385
First Majestic Silver
AG
$8.18B
$4.81M ﹤0.01%
390,999
+24,142
NATL icon
1386
NCR Atleos
NATL
$2.88B
$4.8M ﹤0.01%
122,156
-112,787
WKC icon
1387
World Kinect Corp
WKC
$1.31B
$4.79M ﹤0.01%
184,594
-101,003
POWI icon
1388
Power Integrations
POWI
$2.02B
$4.78M ﹤0.01%
118,970
-133,703
SMPL icon
1389
Simply Good Foods
SMPL
$1.87B
$4.78M ﹤0.01%
192,398
-125,296
AGYS icon
1390
Agilysys
AGYS
$3.41B
$4.77M ﹤0.01%
45,359
-33,199
SYM icon
1391
Symbotic
SYM
$6.7B
$4.75M ﹤0.01%
88,185
-46,261
KN icon
1392
Knowles
KN
$1.88B
$4.75M ﹤0.01%
203,804
-120,829
ALG icon
1393
Alamo Group
ALG
$2.11B
$4.74M ﹤0.01%
24,853
-23,197
AKRO
1394
DELISTED
Akero Therapeutics
AKRO
$4.74M ﹤0.01%
99,917
-61,648
WSBC icon
1395
WesBanco
WSBC
$3.34B
$4.73M ﹤0.01%
148,206
-122,937
EMB icon
1396
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.4B
-93,101
KMT icon
1397
Kennametal
KMT
$2.18B
$4.71M ﹤0.01%
225,206
-84,447
PRCT icon
1398
Procept Biorobotics
PRCT
$1.79B
$4.69M ﹤0.01%
131,433
-70,018
WEN icon
1399
Wendy's
WEN
$1.6B
$4.69M ﹤0.01%
512,066
-386,735
COLM icon
1400
Columbia Sportswear
COLM
$2.98B
$4.66M ﹤0.01%
89,080
-46,280