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
1526
$1.15M ﹤0.01%
28,599
1527
$1.15M ﹤0.01%
12,667
1528
$1.14M ﹤0.01%
36,957
+804
1529
$1.14M ﹤0.01%
95,675
-63,691
1530
$1.14M ﹤0.01%
24,489
+5,390
1531
$1.13M ﹤0.01%
26,154
+1,940
1532
$1.13M ﹤0.01%
43,371
+7,882
1533
$1.12M ﹤0.01%
53,393
1534
$1.12M ﹤0.01%
64,580
+6,626
1535
$1.12M ﹤0.01%
19,413
-312
1536
$1.12M ﹤0.01%
30,287
+7,118
1537
$1.11M ﹤0.01%
81,971
1538
$1.11M ﹤0.01%
25,682
+516
1539
$1.1M ﹤0.01%
7,889
+539
1540
$1.1M ﹤0.01%
69,058
+1,466
1541
$1.1M ﹤0.01%
32,420
+8,122
1542
$1.1M ﹤0.01%
9,204
+1,728
1543
$1.1M ﹤0.01%
32,215
+10,916
1544
$1.09M ﹤0.01%
63,746
+5,145
1545
$1.09M ﹤0.01%
59,472
1546
$1.09M ﹤0.01%
18,228
+346
1547
$1.09M ﹤0.01%
22,835
+901
1548
$1.08M ﹤0.01%
69,665
+21,007
1549
$1.08M ﹤0.01%
47,419
+2,700
1550
$1.08M ﹤0.01%
32,659