U

UBS Portfolio holdings

AUM $109B
1-Year Est. Return 13.13%
This Quarter Est. Return
1 Year Est. Return
+13.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.2B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,353
New
Increased
Reduced
Closed

Top Buys

1 +$1.59B
2 +$1.41B
3 +$1.2B
4
JNJ icon
Johnson & Johnson
JNJ
+$729M
5
XOM icon
Exxon Mobil
XOM
+$643M

Top Sells

No sells this quarter

Sector Composition

1 Energy 12.25%
2 Financials 9.18%
3 Technology 8.62%
4 Healthcare 7.99%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$26.6M 0.03%
+563,645
427
$26.4M 0.03%
+2,443,962
428
$26.1M 0.03%
+565,917
429
$26M 0.03%
+6,737
430
$26M 0.03%
+570,126
431
$25.9M 0.03%
+2,345,612
432
$25.7M 0.03%
+430,378
433
$25.7M 0.03%
+285,248
434
$25.6M 0.03%
+577,374
435
$25.5M 0.03%
+359,650
436
$25.4M 0.03%
+750,527
437
$25.4M 0.03%
+555,450
438
$25.2M 0.03%
+895,177
439
$25.1M 0.03%
+574,361
440
$25M 0.03%
+437,631
441
$25M 0.03%
+440,408
442
$25M 0.03%
+1,086,630
443
$25M 0.03%
+666,145
444
$24.9M 0.03%
+970,620
445
$24.9M 0.03%
+353,571
446
$24.9M 0.03%
+221,128
447
$24.9M 0.03%
+727,636
448
$24.8M 0.03%
+256,913
449
$24.7M 0.03%
+1,189,502
450
$24.7M 0.03%
+3,553,935