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
$88.5B
AUM Growth
+$2.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,704
New
Increased
Reduced
Closed

Top Buys

1 +$205M
2 +$198M
3 +$180M
4
MDLZ icon
Mondelez International
MDLZ
+$138M
5
BABA icon
Alibaba
BABA
+$132M

Top Sells

1 +$270M
2 +$212M
3 +$177M
4
ISRG icon
Intuitive Surgical
ISRG
+$108M
5
BKNG icon
Booking.com
BKNG
+$100M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.51%
3 Financials 12.9%
4 Consumer Discretionary 10.06%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
$552K ﹤0.01%
12,399
1852
$550K ﹤0.01%
3,632
+442
1853
$550K ﹤0.01%
1,587
-20,797
1854
$546K ﹤0.01%
25,215
+9,357
1855
$545K ﹤0.01%
75,695
+6,477
1856
$543K ﹤0.01%
8,200
1857
$541K ﹤0.01%
44,028
1858
$538K ﹤0.01%
16,793
1859
$538K ﹤0.01%
8,399
1860
$538K ﹤0.01%
17,967
1861
$538K ﹤0.01%
39,534
+6,911
1862
$537K ﹤0.01%
40,498
1863
$536K ﹤0.01%
5,723
1864
$531K ﹤0.01%
33,598
1865
$530K ﹤0.01%
39,597
1866
$526K ﹤0.01%
29,700
-96,251
1867
$525K ﹤0.01%
52,996
+6,100
1868
$524K ﹤0.01%
15,400
1869
$523K ﹤0.01%
26,618
+3,314
1870
$523K ﹤0.01%
18,236
-69,913
1871
$523K ﹤0.01%
22,630
1872
$523K ﹤0.01%
66,998
1873
$523K ﹤0.01%
+38,000
1874
$522K ﹤0.01%
209,980
1875
$519K ﹤0.01%
48,396