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
1851
$877K ﹤0.01%
24,866
-2,394
1852
$876K ﹤0.01%
46,589
-8,196
1853
$876K ﹤0.01%
29,204
-416
1854
$876K ﹤0.01%
22,693
+467
1855
$871K ﹤0.01%
893,291
+243,763
1856
$868K ﹤0.01%
23,850
-265
1857
$864K ﹤0.01%
11,181
-160
1858
$863K ﹤0.01%
42,776
-13,902
1859
$861K ﹤0.01%
109,409
+600
1860
$860K ﹤0.01%
50,672
+3,896
1861
$859K ﹤0.01%
21,424
+12,066
1862
$855K ﹤0.01%
23,001
-207
1863
$854K ﹤0.01%
21,716
+6,809
1864
$852K ﹤0.01%
31,440
-665
1865
$846K ﹤0.01%
21,948
-3,661
1866
$846K ﹤0.01%
37,190
+14,492
1867
$845K ﹤0.01%
68,900
+33,200
1868
$840K ﹤0.01%
17,502
+1,023
1869
$834K ﹤0.01%
44,175
-8,346
1870
$833K ﹤0.01%
34,093
1871
$832K ﹤0.01%
82,306
-4,605
1872
$832K ﹤0.01%
41,271
-6,425
1873
$831K ﹤0.01%
96,119
+10,234
1874
$828K ﹤0.01%
33,457
-2,221
1875
$827K ﹤0.01%
35,217
+5,400