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
1976
$481K ﹤0.01%
17,199
1977
$480K ﹤0.01%
7,400
+600
1978
$477K ﹤0.01%
54,397
+13,600
1979
$477K ﹤0.01%
26,399
1980
$476K ﹤0.01%
56,997
+12,500
1981
$475K ﹤0.01%
351
-23
1982
$474K ﹤0.01%
864
-4,471
1983
$473K ﹤0.01%
131,390
+19,000
1984
$473K ﹤0.01%
13,899
1985
$473K ﹤0.01%
23,798
1986
$472K ﹤0.01%
10,899
1987
$469K ﹤0.01%
14,592
-2,700
1988
$469K ﹤0.01%
88,198
-65,832
1989
$467K ﹤0.01%
24,198
1990
$466K ﹤0.01%
11,379
1991
$465K ﹤0.01%
26,700
+11,100
1992
$464K ﹤0.01%
18,432
1993
$463K ﹤0.01%
55,600
-12,224
1994
$463K ﹤0.01%
44,698
-200
1995
$462K ﹤0.01%
27,590
-5,908
1996
$461K ﹤0.01%
17,820
1997
$460K ﹤0.01%
23,090
-5,132
1998
$460K ﹤0.01%
233,318
+28,700
1999
$460K ﹤0.01%
18,500
-1,500
2000
$459K ﹤0.01%
20,312