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
$213B
AUM Growth
+$27.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,636
New
Increased
Reduced
Closed

Top Buys

1 +$483M
2 +$388M
3 +$301M
4
TAL icon
TAL Education Group
TAL
+$291M
5
MSFT icon
Microsoft
MSFT
+$278M

Top Sells

1 +$412M
2 +$385M
3 +$332M
4
GPN icon
Global Payments
GPN
+$331M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$298M

Sector Composition

1 Technology 25.11%
2 Consumer Discretionary 13.57%
3 Healthcare 12.46%
4 Financials 11.55%
5 Communication Services 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$707K ﹤0.01%
250,442
2102
$706K ﹤0.01%
4,421
+1,563
2103
$704K ﹤0.01%
55,411
+3,165
2104
$703K ﹤0.01%
27,895
+568
2105
$701K ﹤0.01%
+10,446
2106
$700K ﹤0.01%
18,679
2107
$699K ﹤0.01%
18,993
2108
$697K ﹤0.01%
28,126
-539
2109
$696K ﹤0.01%
17,899
2110
$695K ﹤0.01%
35,123
2111
$694K ﹤0.01%
26,693
+4,529
2112
$694K ﹤0.01%
67,273
+7,000
2113
$692K ﹤0.01%
70,213
2114
$692K ﹤0.01%
+115,300
2115
$692K ﹤0.01%
93,107
+3,510
2116
$686K ﹤0.01%
14,863
+4,997
2117
$686K ﹤0.01%
97,129
2118
$685K ﹤0.01%
+37,753
2119
$681K ﹤0.01%
52,500
+9,800
2120
$679K ﹤0.01%
42,707
2121
$675K ﹤0.01%
27,008
2122
$675K ﹤0.01%
52,132
2123
$671K ﹤0.01%
20,126
2124
$671K ﹤0.01%
43,600
2125
$670K ﹤0.01%
6,096
+584