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
1451
$1.65M ﹤0.01%
84,311
+36,413
1452
$1.64M ﹤0.01%
127,353
+19,797
1453
$1.64M ﹤0.01%
82,840
+7,256
1454
$1.64M ﹤0.01%
111,414
-791,438
1455
$1.64M ﹤0.01%
38,471
+11,672
1456
$1.63M ﹤0.01%
96,272
+9,972
1457
$1.62M ﹤0.01%
38,562
+9,364
1458
$1.62M ﹤0.01%
78,499
+58,599
1459
$1.62M ﹤0.01%
719,553
+50,400
1460
$1.61M ﹤0.01%
84,348
+1,800
1461
$1.61M ﹤0.01%
72,800
1462
$1.61M ﹤0.01%
56,605
+5,665
1463
$1.61M ﹤0.01%
12,035
+4,835
1464
$1.6M ﹤0.01%
21,691
+5,959
1465
$1.6M ﹤0.01%
73,230
+626
1466
$1.59M ﹤0.01%
38,233
+10,634
1467
$1.58M ﹤0.01%
47,233
+2,847
1468
$1.58M ﹤0.01%
31,222
+8,755
1469
$1.57M ﹤0.01%
52,220
+13,355
1470
$1.57M ﹤0.01%
21,625
-1,300
1471
$1.57M ﹤0.01%
155,730
+139,730
1472
$1.57M ﹤0.01%
106,017
+22,251
1473
$1.57M ﹤0.01%
161,838
+53,244
1474
$1.56M ﹤0.01%
42,410
+10,616
1475
$1.56M ﹤0.01%
38,837
+10,419