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
876
$8.75M 0.01%
+315,859
877
$8.73M 0.01%
+185,409
878
$8.69M 0.01%
+244,088
879
$8.69M 0.01%
+195,958
880
$8.67M 0.01%
+118,777
881
$8.65M 0.01%
+207,678
882
$8.65M 0.01%
+146,198
883
$8.59M 0.01%
+754,740
884
$8.58M 0.01%
+252,118
885
$8.55M 0.01%
+206,452
886
$8.55M 0.01%
+488,753
887
$8.54M 0.01%
+128,595
888
$8.54M 0.01%
+261,770
889
$8.53M 0.01%
+51,531
890
$8.5M 0.01%
+184,118
891
$8.5M 0.01%
+112,955
892
$8.46M 0.01%
+74,077
893
$8.44M 0.01%
+500,012
894
$8.43M 0.01%
+352,103
895
$8.42M 0.01%
+25,102
896
$8.4M 0.01%
+167,876
897
$8.39M 0.01%
+198,638
898
$8.38M 0.01%
+165,951
899
$8.38M 0.01%
+247,988
900
$8.34M 0.01%
+48,013