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
1401
$1.87M ﹤0.01%
41,308
+15,863
1402
$1.87M ﹤0.01%
42,318
+10,876
1403
$1.87M ﹤0.01%
20,317
+8,717
1404
$1.86M ﹤0.01%
173,166
+23,347
1405
$1.86M ﹤0.01%
33,159
+10,460
1406
$1.86M ﹤0.01%
20,399
+2,400
1407
$1.85M ﹤0.01%
36,995
+10,170
1408
$1.85M ﹤0.01%
38,199
+3,400
1409
$1.84M ﹤0.01%
70,096
+7,100
1410
$1.84M ﹤0.01%
87,199
+28,202
1411
$1.84M ﹤0.01%
85,043
+21,347
1412
$1.83M ﹤0.01%
56,137
+18,158
1413
$1.83M ﹤0.01%
212,864
+23,600
1414
$1.83M ﹤0.01%
95,647
+9,900
1415
$1.81M ﹤0.01%
187,093
+31,144
1416
$1.81M ﹤0.01%
89,304
+40,260
1417
$1.8M ﹤0.01%
71,246
+15,123
1418
$1.8M ﹤0.01%
84,256
+20,610
1419
$1.8M ﹤0.01%
39,784
+14,586
1420
$1.8M ﹤0.01%
126,556
+22,751
1421
$1.79M ﹤0.01%
94,967
-130
1422
$1.78M ﹤0.01%
294,493
+28,000
1423
$1.78M ﹤0.01%
59,261
+14,469
1424
$1.78M ﹤0.01%
76,931
+19,235
1425
$1.77M ﹤0.01%
48,646
+17,448