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
1126
$5.77M 0.01%
+450,657
1127
$5.75M 0.01%
+196,591
1128
$5.74M 0.01%
+720,461
1129
$5.73M 0.01%
+240,255
1130
$5.72M 0.01%
+183,720
1131
$5.72M 0.01%
+174,127
1132
$5.72M 0.01%
+310,104
1133
$5.7M 0.01%
+162,160
1134
$5.68M 0.01%
+721,480
1135
$5.68M 0.01%
+154,284
1136
$5.65M 0.01%
+202,084
1137
$5.64M 0.01%
+132,986
1138
$5.64M 0.01%
+63,125
1139
$5.63M 0.01%
+62,393
1140
$5.63M 0.01%
+69,954
1141
$5.63M 0.01%
+1,607,235
1142
$5.62M 0.01%
+534,716
1143
$5.62M 0.01%
+737,826
1144
$5.59M 0.01%
+148,748
1145
$5.59M 0.01%
+10,910
1146
$5.58M 0.01%
+433,391
1147
$5.57M 0.01%
+342,454
1148
$5.57M 0.01%
+232,077
1149
$5.57M 0.01%
+129,948
1150
$5.54M 0.01%
+70,021