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
1651
$1.41M ﹤0.01%
50,658
+3,698
1652
$1.41M ﹤0.01%
25,209
-383
1653
$1.4M ﹤0.01%
47,140
-304
1654
$1.4M ﹤0.01%
58,008
+452
1655
$1.4M ﹤0.01%
94,398
+4,274
1656
$1.4M ﹤0.01%
38,601
1657
$1.39M ﹤0.01%
30,551
+2,171
1658
$1.39M ﹤0.01%
12,884
+3,094
1659
$1.39M ﹤0.01%
104,784
+2,730
1660
$1.39M ﹤0.01%
41,577
+2,146
1661
$1.39M ﹤0.01%
29,273
-2,633
1662
$1.39M ﹤0.01%
46,357
-3,733
1663
$1.38M ﹤0.01%
26,761
+27
1664
$1.38M ﹤0.01%
80,638
+10,143
1665
$1.38M ﹤0.01%
12,559
-56,611
1666
$1.37M ﹤0.01%
92,193
+710
1667
$1.37M ﹤0.01%
1,138,157
+131,690
1668
$1.37M ﹤0.01%
22,678
+2,820
1669
$1.37M ﹤0.01%
69,442
-1,944
1670
$1.37M ﹤0.01%
170,766
-5,522
1671
$1.36M ﹤0.01%
74,845
-1,744
1672
$1.36M ﹤0.01%
60,943
+7,369
1673
$1.35M ﹤0.01%
98,237
+4,675
1674
$1.35M ﹤0.01%
83,088
-31,578
1675
$1.35M ﹤0.01%
121,026
+5,543