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
201
$73.3M 0.09%
+523,544
202
$72.8M 0.09%
+3,033,942
203
$72.6M 0.09%
+1,655,798
204
$72M 0.09%
+1,629,277
205
$71.2M 0.08%
+299,697
206
$70.2M 0.08%
+1,964,683
207
$69.9M 0.08%
+2,080,861
208
$68.8M 0.08%
+1,933,072
209
$68.8M 0.08%
+1,205,406
210
$68.4M 0.08%
+618,383
211
$67.4M 0.08%
+998,588
212
$67.1M 0.08%
+1,886,005
213
$66.7M 0.08%
+2,072,376
214
$66.7M 0.08%
+286,506
215
$66.3M 0.08%
+1,474,796
216
$66M 0.08%
+1,541,564
217
$65.8M 0.08%
+626,578
218
$65.7M 0.08%
+1,030,448
219
$65.7M 0.08%
+2,407,362
220
$65.1M 0.08%
+1,474,927
221
$65M 0.08%
+756,465
222
$64.8M 0.08%
+856,890
223
$64.8M 0.08%
+7,058,142
224
$64.3M 0.08%
+1,318,795
225
$64.2M 0.08%
+650,935