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
2401
$250K ﹤0.01%
+7,400
2402
$249K ﹤0.01%
9,112
-1
2403
$249K ﹤0.01%
+6,287
2404
$249K ﹤0.01%
13,500
2405
$247K ﹤0.01%
88,080
2406
$246K ﹤0.01%
+12,200
2407
$246K ﹤0.01%
1,190
2408
$244K ﹤0.01%
+12,966
2409
$243K ﹤0.01%
14,800
2410
$242K ﹤0.01%
5,531
-177
2411
$242K ﹤0.01%
+8,700
2412
$240K ﹤0.01%
+7,500
2413
$239K ﹤0.01%
16,899
2414
$239K ﹤0.01%
11,500
-181,573
2415
$238K ﹤0.01%
12,800
2416
$238K ﹤0.01%
+12,400
2417
$237K ﹤0.01%
7,659
2418
$235K ﹤0.01%
3,095
2419
$233K ﹤0.01%
25,096
+13,396
2420
$232K ﹤0.01%
3,803
2421
$232K ﹤0.01%
12,582
2422
$232K ﹤0.01%
14,216
2423
$231K ﹤0.01%
5,339
-132,404
2424
$227K ﹤0.01%
3,500
2425
$222K ﹤0.01%
+7,542