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
2026
$584K ﹤0.01%
43,600
-747
2027
$583K ﹤0.01%
30,320
2028
$583K ﹤0.01%
161,846
2029
$582K ﹤0.01%
30,950
-567
2030
$581K ﹤0.01%
30,309
-705
2031
$581K ﹤0.01%
41,085
+643
2032
$580K ﹤0.01%
52,132
+13,592
2033
$578K ﹤0.01%
49,528
-5,672
2034
$578K ﹤0.01%
8,455
-335
2035
$578K ﹤0.01%
68,400
2036
$576K ﹤0.01%
319,909
+78,055
2037
$575K ﹤0.01%
27,612
-460
2038
$572K ﹤0.01%
225,176
-9,406
2039
$570K ﹤0.01%
+19,355
2040
$569K ﹤0.01%
101,257
2041
$568K ﹤0.01%
76,987
-10,721
2042
$567K ﹤0.01%
27,008
+3,931
2043
$564K ﹤0.01%
10,283
+1,733
2044
$562K ﹤0.01%
9,497
2045
$562K ﹤0.01%
18,047
-388
2046
$562K ﹤0.01%
9,015
2047
$561K ﹤0.01%
30,547
2048
$560K ﹤0.01%
+42,432
2049
$558K ﹤0.01%
49,817
-8,781
2050
$558K ﹤0.01%
46,619
-294