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
1901
$781K ﹤0.01%
66,540
+4,976
1902
$779K ﹤0.01%
42,375
+6,240
1903
$777K ﹤0.01%
38,114
-32
1904
$770K ﹤0.01%
41,087
+3,540
1905
$768K ﹤0.01%
67,142
+7,656
1906
$764K ﹤0.01%
49,346
1907
$764K ﹤0.01%
19,593
1908
$762K ﹤0.01%
20,210
+1,366
1909
$760K ﹤0.01%
6,847
-842
1910
$758K ﹤0.01%
1,655
+685
1911
$754K ﹤0.01%
40,529
+5,647
1912
$753K ﹤0.01%
63,103
-5,858
1913
$749K ﹤0.01%
60,173
-707
1914
$747K ﹤0.01%
19,498
-372
1915
$745K ﹤0.01%
26,479
-3,497
1916
$741K ﹤0.01%
43,232
+5,649
1917
$740K ﹤0.01%
26,890
1918
$739K ﹤0.01%
41,978
+942
1919
$734K ﹤0.01%
3,351
-113
1920
$732K ﹤0.01%
35,880
+569
1921
$728K ﹤0.01%
31,784
+3,877
1922
$722K ﹤0.01%
34,434
+7,104
1923
$720K ﹤0.01%
+17,899
1924
$719K ﹤0.01%
12,532
1925
$717K ﹤0.01%
71,720
+630