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
2551
$786K ﹤0.01%
+12,213
2552
$785K ﹤0.01%
+10,787
2553
$784K ﹤0.01%
+26,153
2554
$782K ﹤0.01%
+9,003
2555
$780K ﹤0.01%
+19,569
2556
$777K ﹤0.01%
+34,997
2557
$774K ﹤0.01%
+10,241
2558
$773K ﹤0.01%
+32,621
2559
$773K ﹤0.01%
+29,913
2560
$766K ﹤0.01%
+63,027
2561
$764K ﹤0.01%
+36,143
2562
$762K ﹤0.01%
+8,014
2563
$762K ﹤0.01%
+117,555
2564
$762K ﹤0.01%
+49,735
2565
$761K ﹤0.01%
+29,948
2566
$758K ﹤0.01%
+31,373
2567
$757K ﹤0.01%
+58,626
2568
$757K ﹤0.01%
+14,081
2569
$756K ﹤0.01%
+15,856
2570
$753K ﹤0.01%
+144,267
2571
$753K ﹤0.01%
+46,797
2572
$751K ﹤0.01%
+35,004
2573
$750K ﹤0.01%
+50,724
2574
$750K ﹤0.01%
+19,828
2575
$750K ﹤0.01%
+17,657