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
2476
$875K ﹤0.01%
+293,785
2477
$875K ﹤0.01%
+21,468
2478
$875K ﹤0.01%
+11,564
2479
$875K ﹤0.01%
+28,226
2480
$875K ﹤0.01%
+22,531
2481
$874K ﹤0.01%
+138,853
2482
$874K ﹤0.01%
+33,686
2483
$873K ﹤0.01%
+58,656
2484
$873K ﹤0.01%
+41,393
2485
$872K ﹤0.01%
+44,028
2486
$871K ﹤0.01%
+60,738
2487
$869K ﹤0.01%
+81,967
2488
$866K ﹤0.01%
+7,782
2489
$865K ﹤0.01%
+37,816
2490
$865K ﹤0.01%
+65,054
2491
$862K ﹤0.01%
+224,421
2492
$861K ﹤0.01%
+21,894
2493
$861K ﹤0.01%
+49,428
2494
$860K ﹤0.01%
+27,035
2495
$859K ﹤0.01%
+24,348
2496
$859K ﹤0.01%
+11,015
2497
$857K ﹤0.01%
+58,482
2498
$856K ﹤0.01%
+21,703
2499
$856K ﹤0.01%
+66,855
2500
$854K ﹤0.01%
+46,814