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
2351
$213K ﹤0.01%
1,608
2352
$213K ﹤0.01%
+59,081
2353
$211K ﹤0.01%
3,200
-736
2354
$211K ﹤0.01%
17,600
2355
$211K ﹤0.01%
23,998
-25,116
2356
$211K ﹤0.01%
+4,953
2357
$210K ﹤0.01%
58,543
2358
$210K ﹤0.01%
31,200
2359
$210K ﹤0.01%
55,694
2360
$209K ﹤0.01%
+12,733
2361
$209K ﹤0.01%
8,379
2362
$208K ﹤0.01%
+2,200
2363
$207K ﹤0.01%
11,313
-321,330
2364
$207K ﹤0.01%
13,900
2365
$206K ﹤0.01%
8,200
2366
$206K ﹤0.01%
+25,600
2367
$206K ﹤0.01%
13,400
2368
$206K ﹤0.01%
35,397
2369
0
2370
$205K ﹤0.01%
10,100
2371
$205K ﹤0.01%
5,400
2372
$205K ﹤0.01%
66,597
2373
$205K ﹤0.01%
+4,735
2374
$205K ﹤0.01%
12,009
2375
$204K ﹤0.01%
26,998