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
51
$234M 0.28%
+2,562,583
52
$228M 0.27%
+3,177,695
53
$227M 0.27%
+4,332,004
54
$227M 0.27%
+29,407,164
55
$226M 0.27%
+5,874,288
56
$226M 0.27%
+13,229,081
57
$221M 0.26%
+2,655,165
58
$221M 0.26%
+2,821,817
59
$220M 0.26%
+10,783,472
60
$218M 0.26%
+4,794,671
61
$216M 0.26%
+4,489,166
62
$215M 0.26%
+3,946,265
63
$204M 0.24%
+3,078,382
64
$204M 0.24%
+7,033,338
65
$204M 0.24%
+4,193,296
66
$204M 0.24%
+5,204,366
67
$201M 0.24%
+3,013,510
68
$201M 0.24%
+5,058,034
69
$200M 0.24%
+2,314,173
70
$197M 0.23%
+12,725,664
71
$195M 0.23%
+1,823,198
72
$194M 0.23%
+2,500,393
73
$193M 0.23%
+2,122,739
74
$193M 0.23%
+4,313,797
75
$190M 0.23%
+9,105,508