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
101
$155M 0.18%
+4,728,232
102
$155M 0.18%
+2,642,618
103
$154M 0.18%
+4,025,156
104
$153M 0.18%
+4,799,358
105
$153M 0.18%
+4,241,821
106
$153M 0.18%
+7,296,352
107
$153M 0.18%
+3,991,843
108
$152M 0.18%
+3,750,422
109
$151M 0.18%
+2,642,907
110
$151M 0.18%
+3,654,333
111
$151M 0.18%
+1,924,765
112
$150M 0.18%
+2,653,402
113
$149M 0.18%
+2,091,210
114
$149M 0.18%
+3,544,531
115
$148M 0.18%
+1,851,561
116
$146M 0.17%
+3,573,958
117
$144M 0.17%
+2,800,812
118
$144M 0.17%
+2,808,052
119
$140M 0.17%
+2,260,533
120
$139M 0.16%
+1,595,669
121
$137M 0.16%
+4,975,562
122
$137M 0.16%
+6,617,517
123
$137M 0.16%
+9,136,728
124
$134M 0.16%
+3,416,784
125
$131M 0.16%
+2,706,614