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
2001
$458K ﹤0.01%
4,500
2002
$457K ﹤0.01%
13,299
2003
$457K ﹤0.01%
11,407
2004
$456K ﹤0.01%
77,197
+7,300
2005
$456K ﹤0.01%
14,499
2006
$455K ﹤0.01%
6,786
2007
$453K ﹤0.01%
22,598
-1,800
2008
$453K ﹤0.01%
19,698
2009
$452K ﹤0.01%
40,150
-12,722
2010
$449K ﹤0.01%
10,199
2011
$449K ﹤0.01%
6,066
2012
$448K ﹤0.01%
1,615
2013
$447K ﹤0.01%
21,198
2014
$446K ﹤0.01%
23,498
2015
$446K ﹤0.01%
62,149
+24,852
2016
$445K ﹤0.01%
22,600
2017
$445K ﹤0.01%
10,599
2018
$444K ﹤0.01%
97,278
+10,800
2019
$440K ﹤0.01%
34,500
2020
$440K ﹤0.01%
21,400
+1,700
2021
$438K ﹤0.01%
44,595
+12,200
2022
$437K ﹤0.01%
36,800
2023
$436K ﹤0.01%
14,899
2024
$436K ﹤0.01%
67,795
+13,500
2025
$435K ﹤0.01%
11,099