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
1601
$1.16M ﹤0.01%
+178,412
1602
$1.15M ﹤0.01%
62,697
+23,800
1603
$1.15M ﹤0.01%
104,803
+23,200
1604
$1.15M ﹤0.01%
118,707
+25,411
1605
$1.15M ﹤0.01%
133,899
+46,589
1606
$1.14M ﹤0.01%
97,693
+42,498
1607
$1.14M ﹤0.01%
204,658
+26,663
1608
$1.14M ﹤0.01%
18,745
+5,946
1609
$1.14M ﹤0.01%
49,285
+23,685
1610
$1.14M ﹤0.01%
30,621
+12,722
1611
$1.14M ﹤0.01%
17,431
+2,816
1612
$1.13M ﹤0.01%
465,026
+84,497
1613
$1.13M ﹤0.01%
5,365
+1,422
1614
$1.13M ﹤0.01%
38,729
+28,014
1615
$1.13M ﹤0.01%
68,298
+24,996
1616
$1.12M ﹤0.01%
20,517
+8,117
1617
$1.12M ﹤0.01%
78,085
+1,200
1618
$1.12M ﹤0.01%
21,767
+4,293
1619
$1.12M ﹤0.01%
41,291
+3,600
1620
$1.11M ﹤0.01%
69,155
+26,858
1621
$1.11M ﹤0.01%
50,298
+15,300
1622
$1.1M ﹤0.01%
15,942
+4,742
1623
$1.09M ﹤0.01%
65,156
+19,859
1624
$1.09M ﹤0.01%
210,180
-7,900
1625
$1.09M ﹤0.01%
93,015
+31,215