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
1626
$1.09M ﹤0.01%
64,600
+14,475
1627
$1.09M ﹤0.01%
15,945
+3,900
1628
$1.08M ﹤0.01%
37,598
+10,600
1629
$1.08M ﹤0.01%
202,000
-68,426
1630
$1.08M ﹤0.01%
131,445
+47,966
1631
$1.08M ﹤0.01%
69,837
+12,974
1632
$1.08M ﹤0.01%
49,772
-25,000
1633
$1.08M ﹤0.01%
25,099
+5,200
1634
$1.07M ﹤0.01%
33,096
+8,697
1635
$1.07M ﹤0.01%
134,407
-28
1636
$1.06M ﹤0.01%
200,934
+96,755
1637
$1.06M ﹤0.01%
20,499
+4,400
1638
$1.05M ﹤0.01%
95,396
+24,799
1639
$1.05M ﹤0.01%
9,613
+3,013
1640
$1.05M ﹤0.01%
+26,171
1641
$1.05M ﹤0.01%
90,875
+4,009
1642
$1.05M ﹤0.01%
21,211
+4,900
1643
$1.05M ﹤0.01%
43,659
+12,480
1644
$1.04M ﹤0.01%
25,478
+3,682
1645
$1.04M ﹤0.01%
173
+26
1646
$1.04M ﹤0.01%
76,763
+25,565
1647
$1.04M ﹤0.01%
16,977
+3,491
1648
$1.03M ﹤0.01%
59,841
+16,077
1649
$1.03M ﹤0.01%
68,879
+22,882
1650
$1.03M ﹤0.01%
9,675
+2,205