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
1876
$586K ﹤0.01%
7,606
+1,006
1877
$586K ﹤0.01%
784
+274
1878
$584K ﹤0.01%
57,697
+14,100
1879
$582K ﹤0.01%
+34,304
1880
$581K ﹤0.01%
53,101
+14,304
1881
$580K ﹤0.01%
25,800
1882
$578K ﹤0.01%
15,099
1883
$576K ﹤0.01%
24,098
+1,100
1884
$576K ﹤0.01%
28,897
-1,700
1885
$573K ﹤0.01%
45,242
-2,456
1886
$573K ﹤0.01%
27,199
-4,200
1887
$569K ﹤0.01%
31,503
+1,200
1888
$569K ﹤0.01%
42,236
+14,636
1889
$568K ﹤0.01%
5,666
+1,483
1890
$568K ﹤0.01%
126,469
-2,426
1891
$568K ﹤0.01%
26,999
1892
$566K ﹤0.01%
14,256
+3,457
1893
$564K ﹤0.01%
30,400
+11,800
1894
$564K ﹤0.01%
23,400
+6,300
1895
$563K ﹤0.01%
27,599
+10,600
1896
$563K ﹤0.01%
47,328
+4,000
1897
$562K ﹤0.01%
12,636
+1,337
1898
$561K ﹤0.01%
14,078
1899
$561K ﹤0.01%
17,500
1900
$560K ﹤0.01%
14,388