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
1951
$446K ﹤0.01%
10,511
+1,400
1952
$445K ﹤0.01%
10,500
1953
$445K ﹤0.01%
34,097
1954
$444K ﹤0.01%
27,498
1955
$443K ﹤0.01%
10,099
1956
$443K ﹤0.01%
18,099
1957
$442K ﹤0.01%
11,074
1958
$442K ﹤0.01%
16,999
1959
$441K ﹤0.01%
60,621
+6,644
1960
$440K ﹤0.01%
14,199
1961
$439K ﹤0.01%
64,902
-11,895
1962
$439K ﹤0.01%
34,959
+1,661
1963
$438K ﹤0.01%
11,599
1964
$438K ﹤0.01%
38,839
1965
$437K ﹤0.01%
34,397
1966
$436K ﹤0.01%
7,499
1967
$436K ﹤0.01%
10,182
-946
1968
$435K ﹤0.01%
22,700
1969
$435K ﹤0.01%
22,986
+1,086
1970
$433K ﹤0.01%
12,942
1971
$433K ﹤0.01%
10,299
1972
$432K ﹤0.01%
18,298
+6,000
1973
$431K ﹤0.01%
12,299
1974
$431K ﹤0.01%
11,450
+1,319
1975
$430K ﹤0.01%
10,813