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
2101
$342K ﹤0.01%
48,646
+15,500
2102
$341K ﹤0.01%
7,600
2103
$340K ﹤0.01%
14,216
2104
$340K ﹤0.01%
14,599
2105
$340K ﹤0.01%
14,610
2106
$340K ﹤0.01%
37,000
2107
$339K ﹤0.01%
63,300
2108
$339K ﹤0.01%
27,986
2109
$339K ﹤0.01%
18,400
2110
$335K ﹤0.01%
8,899
2111
$335K ﹤0.01%
1,345
2112
$335K ﹤0.01%
53,300
-3,138
2113
$334K ﹤0.01%
11,225
2114
$334K ﹤0.01%
16,499
2115
$334K ﹤0.01%
9,599
2116
$331K ﹤0.01%
29,497
2117
$331K ﹤0.01%
17,400
2118
$330K ﹤0.01%
17,399
2119
$330K ﹤0.01%
20,000
+3,700
2120
$330K ﹤0.01%
56,996
2121
$328K ﹤0.01%
10,476
+606
2122
$328K ﹤0.01%
13,422
2123
$328K ﹤0.01%
12,099
2124
$326K ﹤0.01%
6,316
+1,200
2125
$326K ﹤0.01%
22,298
+1,400