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
826
$9.59M 0.01%
+233,121
827
$9.58M 0.01%
+861,710
828
$9.57M 0.01%
+892,393
829
$9.55M 0.01%
+160,042
830
$9.53M 0.01%
+112,537
831
$9.52M 0.01%
+1,355,854
832
$9.49M 0.01%
+358,660
833
$9.49M 0.01%
+155,534
834
$9.46M 0.01%
+182,919
835
$9.39M 0.01%
+520,933
836
$9.37M 0.01%
+241,072
837
$9.33M 0.01%
+265,176
838
$9.33M 0.01%
+34,341
839
$9.3M 0.01%
+199,502
840
$9.28M 0.01%
+184,627
841
$9.28M 0.01%
+527,411
842
$9.23M 0.01%
+260,788
843
$9.23M 0.01%
+249,506
844
$9.23M 0.01%
+659,831
845
$9.22M 0.01%
+958,967
846
$9.19M 0.01%
+621,665
847
$9.19M 0.01%
+334,477
848
$9.19M 0.01%
+789,726
849
$9.15M 0.01%
+182,301
850
$9.13M 0.01%
+519,367