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
2101
$501K ﹤0.01%
28,737
+4,946
2102
$500K ﹤0.01%
36,920
2103
$498K ﹤0.01%
+15,115
2104
$497K ﹤0.01%
35,346
-13,603
2105
$496K ﹤0.01%
29,438
+1,474
2106
$496K ﹤0.01%
+10,400
2107
$495K ﹤0.01%
42,076
-1,168
2108
$494K ﹤0.01%
35,123
+5,771
2109
$493K ﹤0.01%
122,711
+5,760
2110
$493K ﹤0.01%
57,089
+1,209
2111
$491K ﹤0.01%
4,968
+2,192
2112
$487K ﹤0.01%
1,288
-28
2113
$487K ﹤0.01%
42,721
+800
2114
$487K ﹤0.01%
97,395
-20,372
2115
$486K ﹤0.01%
202,701
+10,607
2116
$484K ﹤0.01%
46,524
+5,092
2117
$484K ﹤0.01%
17,596
2118
$483K ﹤0.01%
16,208
2119
$482K ﹤0.01%
63,085
-1,374
2120
$482K ﹤0.01%
60,273
-2,000
2121
$479K ﹤0.01%
122,273
+11,383
2122
$479K ﹤0.01%
35,825
+4,100
2123
$478K ﹤0.01%
151,896
2124
$476K ﹤0.01%
116,768
+25,276
2125
$476K ﹤0.01%
+3,456