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
1151
$5.53M 0.01%
+445,608
1152
$5.51M 0.01%
+353,663
1153
$5.5M 0.01%
+109,432
1154
$5.49M 0.01%
+190,146
1155
$5.49M 0.01%
+263,791
1156
$5.46M 0.01%
+118,585
1157
$5.44M 0.01%
+468,022
1158
$5.42M 0.01%
+142,628
1159
$5.42M 0.01%
+423,516
1160
$5.42M 0.01%
+159,736
1161
$5.42M 0.01%
+360,314
1162
$5.39M 0.01%
+82,094
1163
$5.38M 0.01%
+193,651
1164
$5.38M 0.01%
+241,389
1165
$5.38M 0.01%
+223,152
1166
$5.37M 0.01%
+84,436
1167
$5.36M 0.01%
+37,479
1168
$5.36M 0.01%
+216,972
1169
$5.36M 0.01%
+64,534
1170
$5.35M 0.01%
+179,434
1171
$5.33M 0.01%
+11,621
1172
$5.32M 0.01%
+93,300
1173
$5.32M 0.01%
+87,484
1174
$5.32M 0.01%
+114,681
1175
$5.32M 0.01%
+382,692