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
1976
$643K ﹤0.01%
16,749
+1,000
1977
$642K ﹤0.01%
43,428
1978
$641K ﹤0.01%
67,371
+3,451
1979
$640K ﹤0.01%
35,255
-5,923
1980
$639K ﹤0.01%
23,439
-390
1981
$638K ﹤0.01%
63,150
+3,589
1982
$638K ﹤0.01%
48,660
1983
$637K ﹤0.01%
54,856
1984
$633K ﹤0.01%
913
+582
1985
$632K ﹤0.01%
25,341
+9,262
1986
$631K ﹤0.01%
19,966
+2,227
1987
$631K ﹤0.01%
28,669
+3,798
1988
$630K ﹤0.01%
222
-57
1989
$627K ﹤0.01%
18,430
+1,222
1990
$627K ﹤0.01%
138,344
+4,472
1991
$627K ﹤0.01%
23,088
-1,291
1992
$624K ﹤0.01%
59,000
1993
$621K ﹤0.01%
18,773
+9,726
1994
$620K ﹤0.01%
49,952
+6,900
1995
$616K ﹤0.01%
142,569
-1,389
1996
$615K ﹤0.01%
27,927
+660
1997
$614K ﹤0.01%
20,214
-2,599
1998
$614K ﹤0.01%
16,780
+2,724
1999
$613K ﹤0.01%
14,300
+3,200
2000
$610K ﹤0.01%
21,039
+3,385