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
2001
$610K ﹤0.01%
24,910
-3,529
2002
$608K ﹤0.01%
23,585
2003
$607K ﹤0.01%
18,900
-275
2004
$607K ﹤0.01%
29,969
+9,117
2005
$607K ﹤0.01%
45,824
+19,616
2006
$606K ﹤0.01%
546,242
+257,683
2007
$606K ﹤0.01%
104,407
-1,107
2008
$604K ﹤0.01%
30,712
-4,007
2009
$603K ﹤0.01%
18,061
-5,500
2010
$603K ﹤0.01%
44,535
+7,468
2011
$602K ﹤0.01%
58,684
+30,402
2012
$601K ﹤0.01%
32,548
-580
2013
$600K ﹤0.01%
60,229
-7,040
2014
$598K ﹤0.01%
17,575
-291
2015
$590K ﹤0.01%
2,440
+55
2016
$590K ﹤0.01%
33,353
+3,784
2017
$590K ﹤0.01%
50,554
+6,766
2018
$590K ﹤0.01%
53,028
-20,521
2019
$589K ﹤0.01%
22,114
-749
2020
$589K ﹤0.01%
250,442
2021
$588K ﹤0.01%
18,291
+297
2022
$587K ﹤0.01%
109,046
+707
2023
$586K ﹤0.01%
55,575
+29,815
2024
$585K ﹤0.01%
16,543
+7,714
2025
$585K ﹤0.01%
35,794
-319