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
2376
$204K ﹤0.01%
16,900
2377
$203K ﹤0.01%
4,700
2378
$202K ﹤0.01%
+5,500
2379
$201K ﹤0.01%
34,000
+8,900
2380
$201K ﹤0.01%
+3,900
2381
$201K ﹤0.01%
+3,100
2382
$201K ﹤0.01%
6,000
2383
$200K ﹤0.01%
13,742
2384
$199K ﹤0.01%
13,700
2385
$199K ﹤0.01%
22,500
2386
$197K ﹤0.01%
6,159
2387
$197K ﹤0.01%
12,799
2388
$197K ﹤0.01%
21,500
2389
$196K ﹤0.01%
54,397
2390
$196K ﹤0.01%
+10,000
2391
$196K ﹤0.01%
19,000
2392
$195K ﹤0.01%
+17,900
2393
$195K ﹤0.01%
43,500
2394
$193K ﹤0.01%
10,968
2395
$193K ﹤0.01%
13,300
2396
$193K ﹤0.01%
16,899
2397
$192K ﹤0.01%
+21,200
2398
$191K ﹤0.01%
30,700
2399
$190K ﹤0.01%
12,100
2400
$190K ﹤0.01%
11,800