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
1676
$1.34M ﹤0.01%
38,944
-462
1677
$1.34M ﹤0.01%
87,636
-10,682
1678
$1.34M ﹤0.01%
76,659
-499
1679
$1.34M ﹤0.01%
24,576
-519
1680
$1.34M ﹤0.01%
53,547
-15,193
1681
$1.33M ﹤0.01%
27,306
-1,319
1682
$1.33M ﹤0.01%
18,276
+9,551
1683
$1.33M ﹤0.01%
90,729
-1,001
1684
$1.33M ﹤0.01%
58,674
+5,484
1685
$1.33M ﹤0.01%
51,702
+5,114
1686
$1.32M ﹤0.01%
57,186
1687
$1.32M ﹤0.01%
58,826
+3,318
1688
$1.32M ﹤0.01%
153,297
+50,894
1689
$1.32M ﹤0.01%
89,633
1690
$1.31M ﹤0.01%
36,287
+2,517
1691
$1.31M ﹤0.01%
56,519
+4,090
1692
$1.31M ﹤0.01%
190,821
-8,928
1693
$1.31M ﹤0.01%
37,907
1694
$1.3M ﹤0.01%
51,956
-926
1695
$1.3M ﹤0.01%
7,218
-56
1696
$1.3M ﹤0.01%
92,339
1697
$1.3M ﹤0.01%
508,304
-261,436
1698
$1.29M ﹤0.01%
65,077
+5,136
1699
$1.29M ﹤0.01%
50,201
+6,003
1700
$1.29M ﹤0.01%
16,612
+3,287