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
$186B
AUM Growth
+$22.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,547
New
Increased
Reduced
Closed

Top Buys

1 +$2.79B
2 +$419M
3 +$215M
4
TAL icon
TAL Education Group
TAL
+$202M
5
INTU icon
Intuit
INTU
+$190M

Top Sells

1 +$1.6B
2 +$237M
3 +$159M
4
BIDU icon
Baidu
BIDU
+$112M
5
IAC icon
IAC Inc
IAC
+$108M

Sector Composition

1 Technology 24.44%
2 Consumer Discretionary 14.2%
3 Healthcare 13.11%
4 Financials 11.12%
5 Communication Services 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$1.9M ﹤0.01%
157,898
+7,322
1527
$1.89M ﹤0.01%
202,633
-5,876
1528
$1.89M ﹤0.01%
23,824
+2,005
1529
$1.89M ﹤0.01%
255,600
+10,155
1530
$1.89M ﹤0.01%
27,383
+1,127
1531
$1.88M ﹤0.01%
165,919
-6,088
1532
$1.88M ﹤0.01%
51,254
+1,890
1533
$1.87M ﹤0.01%
28,992
+5,900
1534
$1.87M ﹤0.01%
34,963
-5,572
1535
$1.87M ﹤0.01%
44,079
+5,583
1536
$1.86M ﹤0.01%
41,716
-13,457
1537
$1.86M ﹤0.01%
111,288
-309
1538
$1.86M ﹤0.01%
178,885
-6,304
1539
$1.85M ﹤0.01%
35,099
-591
1540
$1.84M ﹤0.01%
218,788
+60,600
1541
$1.83M ﹤0.01%
224,534
+30,660
1542
$1.82M ﹤0.01%
22,583
-3,631
1543
$1.82M ﹤0.01%
20,570
+4,585
1544
$1.82M ﹤0.01%
60,277
+5,977
1545
$1.82M ﹤0.01%
94,970
-857
1546
$1.81M ﹤0.01%
87,192
+2,278
1547
$1.81M ﹤0.01%
62,533
+377
1548
$1.81M ﹤0.01%
72,505
-66,059
1549
$1.8M ﹤0.01%
71,821
+2,729
1550
$1.8M ﹤0.01%
244,985
+42,823