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
2226
$536K ﹤0.01%
52,900
-773,775
2227
$534K ﹤0.01%
42,853
+6,239
2228
$531K ﹤0.01%
2,402
-38
2229
$530K ﹤0.01%
29,438
2230
$529K ﹤0.01%
118,914
+40,458
2231
$527K ﹤0.01%
+16,900
2232
$525K ﹤0.01%
45,200
2233
$522K ﹤0.01%
30,488
-2,829
2234
$520K ﹤0.01%
87,443
+51,262
2235
$520K ﹤0.01%
40,859
2236
$517K ﹤0.01%
47,860
2237
$515K ﹤0.01%
10,943
2238
$513K ﹤0.01%
+10,000
2239
$513K ﹤0.01%
28,737
2240
$512K ﹤0.01%
11,509
+4,565
2241
$512K ﹤0.01%
+26,999
2242
$511K ﹤0.01%
+20,520
2243
$510K ﹤0.01%
20,328
2244
$508K ﹤0.01%
24,689
+2,882
2245
$506K ﹤0.01%
+9,430
2246
$506K ﹤0.01%
31,888
2247
$505K ﹤0.01%
68,382
2248
$505K ﹤0.01%
148,072
+31,304
2249
$497K ﹤0.01%
17,953
2250
$494K ﹤0.01%
50,600