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
2626
$700K ﹤0.01%
+39,089
2627
$700K ﹤0.01%
+52,803
2628
$697K ﹤0.01%
+54,186
2629
$697K ﹤0.01%
+57,846
2630
$696K ﹤0.01%
+21,923
2631
$694K ﹤0.01%
+53,765
2632
$694K ﹤0.01%
+124,200
2633
$692K ﹤0.01%
+32,284
2634
$691K ﹤0.01%
+26,585
2635
$689K ﹤0.01%
+54,231
2636
$688K ﹤0.01%
+15,050
2637
$687K ﹤0.01%
+56,300
2638
$683K ﹤0.01%
+62,636
2639
$682K ﹤0.01%
+110,369
2640
$681K ﹤0.01%
+19,550
2641
$681K ﹤0.01%
+26,298
2642
$679K ﹤0.01%
+48,941
2643
$678K ﹤0.01%
+43,773
2644
$678K ﹤0.01%
+40,224
2645
$678K ﹤0.01%
+32,095
2646
$677K ﹤0.01%
+13,578
2647
$676K ﹤0.01%
+32,800
2648
$676K ﹤0.01%
+32,357
2649
$674K ﹤0.01%
+13,091
2650
$674K ﹤0.01%
+47,214