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
1501
$1.48M ﹤0.01%
43,847
+16,049
1502
$1.48M ﹤0.01%
30,662
+6,963
1503
$1.47M ﹤0.01%
180,024
+44,947
1504
$1.47M ﹤0.01%
68,472
+7,322
1505
$1.47M ﹤0.01%
35,493
+15,594
1506
$1.47M ﹤0.01%
140,308
+40,590
1507
$1.46M ﹤0.01%
43,216
+10,218
1508
$1.45M ﹤0.01%
62,687
+18,183
1509
$1.45M ﹤0.01%
31,103
+8,704
1510
$1.45M ﹤0.01%
103,186
+29,490
1511
$1.45M ﹤0.01%
106,678
+29,782
1512
$1.45M ﹤0.01%
92,359
-679
1513
$1.44M ﹤0.01%
137,530
+28,838
1514
$1.44M ﹤0.01%
39,826
+10,327
1515
$1.43M ﹤0.01%
88,857
+20,460
1516
$1.42M ﹤0.01%
40,631
+4,073
1517
$1.42M ﹤0.01%
108,107
+40,376
1518
$1.42M ﹤0.01%
43,312
+20,860
1519
$1.41M ﹤0.01%
32,670
+10,972
1520
$1.41M ﹤0.01%
116,578
+35,310
1521
$1.41M ﹤0.01%
29,522
+8,312
1522
$1.41M ﹤0.01%
45,260
+17,862
1523
$1.4M ﹤0.01%
29,855
+2,800
1524
$1.4M ﹤0.01%
83,859
+24,963
1525
$1.4M ﹤0.01%
49,169
+14,458