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
$88.5B
AUM Growth
+$2.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,704
New
Increased
Reduced
Closed

Top Buys

1 +$205M
2 +$198M
3 +$180M
4
MDLZ icon
Mondelez International
MDLZ
+$138M
5
BABA icon
Alibaba
BABA
+$132M

Top Sells

1 +$270M
2 +$212M
3 +$177M
4
ISRG icon
Intuitive Surgical
ISRG
+$108M
5
BKNG icon
Booking.com
BKNG
+$100M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.51%
3 Financials 12.9%
4 Consumer Discretionary 10.06%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$375K ﹤0.01%
12,591
2052
$374K ﹤0.01%
19,999
2053
$373K ﹤0.01%
20,654
2054
$373K ﹤0.01%
1,525
2055
$373K ﹤0.01%
2,410
2056
$373K ﹤0.01%
24,942
+8,900
2057
$372K ﹤0.01%
12,100
2058
0
2059
$372K ﹤0.01%
19,099
+3,200
2060
$372K ﹤0.01%
15,098
2061
$370K ﹤0.01%
6,070
2062
$369K ﹤0.01%
22,098
2063
$368K ﹤0.01%
33,754
2064
$366K ﹤0.01%
6,566
2065
$366K ﹤0.01%
6,077
2066
$364K ﹤0.01%
51,698
2067
$364K ﹤0.01%
13,999
2068
$362K ﹤0.01%
17,399
+3,200
2069
$362K ﹤0.01%
12,964
2070
$362K ﹤0.01%
115,489
2071
$360K ﹤0.01%
14,899
2072
$360K ﹤0.01%
8,300
2073
$360K ﹤0.01%
10,600
2074
$359K ﹤0.01%
33,100
2075
$359K ﹤0.01%
53,980
-4,900