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
576
$17M 0.02%
+240,421
577
$17M 0.02%
+207,815
578
$17M 0.02%
+494,462
579
$16.9M 0.02%
+878,167
580
$16.9M 0.02%
+341,553
581
$16.8M 0.02%
+473,270
582
$16.8M 0.02%
+130,977
583
$16.8M 0.02%
+527,022
584
$16.6M 0.02%
+790,424
585
$16.6M 0.02%
+292,661
586
$16.6M 0.02%
+320,183
587
$16.5M 0.02%
+327,879
588
$16.5M 0.02%
+565,101
589
$16.5M 0.02%
+199,439
590
$16.5M 0.02%
+265,260
591
$16.4M 0.02%
+384,627
592
$16.2M 0.02%
+885,266
593
$16.2M 0.02%
+158,770
594
$16.2M 0.02%
+2,154,630
595
$16.2M 0.02%
+876,112
596
$16.1M 0.02%
+220,283
597
$16M 0.02%
+603,321
598
$16M 0.02%
+313,193
599
$16M 0.02%
+588,806
600
$16M 0.02%
+263,628