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
26
$358M 0.42%
+3,005,507
27
$352M 0.42%
+6,306,033
28
$326M 0.39%
+5,989,129
29
$325M 0.39%
+3,979,531
30
$319M 0.38%
+20,006,364
31
$316M 0.37%
+11,885,644
32
$314M 0.37%
+3,798,984
33
$313M 0.37%
+7,063,224
34
$308M 0.37%
+5,988,204
35
$304M 0.36%
+12,504,710
36
$292M 0.35%
+22,692,876
37
$289M 0.34%
+5,040,978
38
$285M 0.34%
+5,666,035
39
$276M 0.33%
+3,795,889
40
$276M 0.33%
+2,695,204
41
$260M 0.31%
+3,005,578
42
$258M 0.31%
+2,265,911
43
$257M 0.3%
+6,217,771
44
$251M 0.3%
+4,960,877
45
$249M 0.3%
+3,598,953
46
$247M 0.29%
+10,463,056
47
$247M 0.29%
+5,177,843
48
$246M 0.29%
+3,891,855
49
$244M 0.29%
+3,853,837
50
$241M 0.29%
+2,826,483