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
$461B
AUM Growth
-$33.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,688
New
Increased
Reduced
Closed

Top Buys

1 +$25.7B
2 +$2.08B
3 +$1.61B
4
NTES icon
NetEase
NTES
+$1.3B
5
UNP icon
Union Pacific
UNP
+$913M

Top Sells

1 +$7.68B
2 +$3.82B
3 +$2.94B
4
UBS icon
UBS Group
UBS
+$2.89B
5
TSLA icon
Tesla
TSLA
+$2.21B

Sector Composition

1 Technology 37.91%
2 Financials 12.35%
3 Consumer Discretionary 10.52%
4 Healthcare 9.66%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ASTE icon
1651
Astec Industries
ASTE
$1.04B
$2.55M ﹤0.01%
52,954
-40,530
CLMT icon
1652
Calumet Specialty Products
CLMT
$1.76B
$2.55M ﹤0.01%
139,640
-142,726
SLVM icon
1653
Sylvamo
SLVM
$1.96B
$2.54M ﹤0.01%
57,549
-45,639
KALU icon
1654
Kaiser Aluminum
KALU
$1.85B
$2.54M ﹤0.01%
32,922
-24,124
AMR icon
1655
Alpha Metallurgical Resources
AMR
$2.68B
$2.54M ﹤0.01%
15,460
-16,316
IE icon
1656
Ivanhoe Electric
IE
$2.25B
$2.53M ﹤0.01%
201,908
-111,469
NVAX icon
1657
Novavax
NVAX
$1.08B
$2.51M ﹤0.01%
289,674
-155,913
AVNS icon
1658
Avanos Medical
AVNS
$542M
$2.49M ﹤0.01%
215,344
-63,122
MSEX icon
1659
Middlesex Water
MSEX
$948M
$2.49M ﹤0.01%
45,996
-28,783
RSI icon
1660
Rush Street Interactive
RSI
$1.91B
$2.48M ﹤0.01%
121,075
-86,208
ATEN icon
1661
A10 Networks
ATEN
$1.29B
$2.47M ﹤0.01%
136,287
-163,192
OUST icon
1662
Ouster
OUST
$1.33B
$2.46M ﹤0.01%
+91,110
BLBD icon
1663
Blue Bird Corp
BLBD
$1.64B
$2.44M ﹤0.01%
42,392
-27,598
TIC
1664
TIC Solutions Inc
TIC
$2.25B
$2.43M ﹤0.01%
182,258
+71,435
JBI icon
1665
Janus International
JBI
$941M
$2.43M ﹤0.01%
245,761
-166,385
ASTH icon
1666
Astrana Health
ASTH
$1.2B
$2.42M ﹤0.01%
85,462
-72,977
BEKE icon
1667
KE Holdings
BEKE
$18.6B
$2.42M ﹤0.01%
127,427
-230,114
SEZL icon
1668
Sezzle
SEZL
$2.51B
$2.42M ﹤0.01%
30,415
-19,146
DAVE icon
1669
Dave Inc
DAVE
$2.91B
$2.42M ﹤0.01%
12,119
-12,877
AUPH icon
1670
Aurinia Pharmaceuticals
AUPH
$2.13B
$2.41M ﹤0.01%
218,538
-225,040
OBK icon
1671
Origin Bancorp
OBK
$1.2B
$2.41M ﹤0.01%
69,836
-62,941
GABC icon
1672
German American Bancorp
GABC
$1.53B
$2.41M ﹤0.01%
61,331
-44,172
VVX icon
1673
V2X
VVX
$1.67B
$2.4M ﹤0.01%
41,399
-28,810
ALIT icon
1674
Alight
ALIT
$1.01B
$2.4M ﹤0.01%
736,370
-658,343
SCL icon
1675
Stepan Co
SCL
$1.08B
$2.4M ﹤0.01%
50,306
-35,880