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
2301
$409K ﹤0.01%
89,605
-24,909
2302
$409K ﹤0.01%
97,395
2303
$408K ﹤0.01%
+21,400
2304
$405K ﹤0.01%
32,300
+2,100
2305
$404K ﹤0.01%
13,207
2306
$404K ﹤0.01%
22,400
2307
$397K ﹤0.01%
17,880
2308
$397K ﹤0.01%
9,581
-9,305
2309
$397K ﹤0.01%
+57,400
2310
$395K ﹤0.01%
+1,927
2311
$395K ﹤0.01%
61,000
+10,700
2312
$394K ﹤0.01%
25,222
2313
$394K ﹤0.01%
42,900
2314
$390K ﹤0.01%
+10,725
2315
$388K ﹤0.01%
1,110
2316
$386K ﹤0.01%
1,853
+615
2317
$385K ﹤0.01%
80,119
+2,107
2318
$381K ﹤0.01%
66,438
2319
$381K ﹤0.01%
26,337
2320
$377K ﹤0.01%
42,509
2321
$377K ﹤0.01%
+5,203
2322
$376K ﹤0.01%
6,891
+2,549
2323
$374K ﹤0.01%
5,634
2324
$373K ﹤0.01%
30,282
-1,348
2325
$371K ﹤0.01%
13,815