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
76
$189M 0.22%
+6,454,511
77
$188M 0.22%
+11,002,165
78
$187M 0.22%
+2,211,696
79
$185M 0.22%
+5,281,390
80
$183M 0.22%
+2,757,852
81
$177M 0.21%
+7,124,874
82
$173M 0.2%
+1,503,338
83
$172M 0.2%
+2,053,860
84
$172M 0.2%
+3,337,389
85
$171M 0.2%
+815,045
86
$170M 0.2%
+1,516,094
87
$168M 0.2%
+5,486,116
88
$167M 0.2%
+4,310,414
89
$166M 0.2%
+2,457,984
90
$166M 0.2%
+6,701,869
91
$164M 0.19%
+1,910,119
92
$164M 0.19%
+6,926,360
93
$163M 0.19%
+5,025,636
94
$162M 0.19%
+5,282,449
95
$161M 0.19%
+3,256,938
96
$161M 0.19%
+4,937,876
97
$160M 0.19%
+3,761,387
98
$160M 0.19%
+2,284,580
99
$160M 0.19%
+3,659,933
100
$155M 0.18%
+2,347,520