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
1601
$1.59M ﹤0.01%
39,266
+5,989
1602
$1.59M ﹤0.01%
16,853
+4,118
1603
$1.59M ﹤0.01%
107,083
-14,018
1604
$1.58M ﹤0.01%
27,232
+1,775
1605
$1.58M ﹤0.01%
6,454
+736
1606
$1.58M ﹤0.01%
22,414
+722
1607
$1.58M ﹤0.01%
116,448
+2,842
1608
$1.57M ﹤0.01%
73,725
-5,270
1609
$1.57M ﹤0.01%
46,088
-3,337
1610
$1.57M ﹤0.01%
46,572
+2,485
1611
$1.56M ﹤0.01%
164,940
+9,400
1612
$1.56M ﹤0.01%
156,115
+19,538
1613
$1.56M ﹤0.01%
127,395
-10,098
1614
$1.56M ﹤0.01%
178,087
+133,800
1615
$1.55M ﹤0.01%
519,064
-224,029
1616
$1.55M ﹤0.01%
177,287
+45,548
1617
$1.54M ﹤0.01%
40,179
+10,935
1618
$1.54M ﹤0.01%
80,871
-27,548
1619
$1.54M ﹤0.01%
59,000
-10,531
1620
$1.54M ﹤0.01%
47,287
+5,031
1621
$1.53M ﹤0.01%
25,766
+250
1622
$1.52M ﹤0.01%
648,932
+81,103
1623
$1.52M ﹤0.01%
161,490
-4,532
1624
$1.52M ﹤0.01%
142,099
+2,515
1625
$1.52M ﹤0.01%
35,630
+3,430