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
2501
$851K ﹤0.01%
+64,795
2502
$850K ﹤0.01%
+91,911
2503
$848K ﹤0.01%
+7,484
2504
$844K ﹤0.01%
+91,486
2505
$844K ﹤0.01%
+16,247
2506
$843K ﹤0.01%
+9,958
2507
$842K ﹤0.01%
+9,177
2508
$840K ﹤0.01%
+11,655
2509
$840K ﹤0.01%
+230,110
2510
$839K ﹤0.01%
+70,126
2511
$836K ﹤0.01%
+95,977
2512
$836K ﹤0.01%
+61,712
2513
$833K ﹤0.01%
+16,620
2514
$832K ﹤0.01%
+21,254
2515
$831K ﹤0.01%
+13,141
2516
$829K ﹤0.01%
+16,493
2517
$829K ﹤0.01%
+21,221
2518
$827K ﹤0.01%
+50,903
2519
$827K ﹤0.01%
+835,670
2520
$825K ﹤0.01%
+26,566
2521
$825K ﹤0.01%
+61,620
2522
$825K ﹤0.01%
+42,321
2523
$823K ﹤0.01%
+36,403
2524
$822K ﹤0.01%
+14,743
2525
$819K ﹤0.01%
+38,582