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
1751
$803K ﹤0.01%
58,260
+4,100
1752
$803K ﹤0.01%
15,599
+4,100
1753
$802K ﹤0.01%
94,808
+76,508
1754
0
1755
$791K ﹤0.01%
75,393
+26,296
1756
$788K ﹤0.01%
55,771
+4,300
1757
$785K ﹤0.01%
61,724
+15,683
1758
$782K ﹤0.01%
24,498
+6,800
1759
$779K ﹤0.01%
42,900
+3,600
1760
$775K ﹤0.01%
50,997
+19,000
1761
$768K ﹤0.01%
3,084
+86
1762
$767K ﹤0.01%
59,188
+14,962
1763
$763K ﹤0.01%
701,064
-183,582
1764
$762K ﹤0.01%
40,658
+4,300
1765
$757K ﹤0.01%
37,820
+13,677
1766
$755K ﹤0.01%
12,850
1767
$755K ﹤0.01%
23,665
+6,766
1768
$755K ﹤0.01%
30,084
+8,186
1769
$754K ﹤0.01%
33,598
1770
$754K ﹤0.01%
64,396
+24,400
1771
$753K ﹤0.01%
124,280
-53,242
1772
$753K ﹤0.01%
24,127
+14,969
1773
$750K ﹤0.01%
32,698
1774
$749K ﹤0.01%
33,998
+11,500
1775
$747K ﹤0.01%
67,696
+15,700