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
2676
$652K ﹤0.01%
+17,568
2677
$652K ﹤0.01%
+10,734
2678
$651K ﹤0.01%
+39,407
2679
$650K ﹤0.01%
+23,826
2680
$650K ﹤0.01%
+49,882
2681
$647K ﹤0.01%
+26,372
2682
$646K ﹤0.01%
+48,747
2683
$646K ﹤0.01%
+39,535
2684
$645K ﹤0.01%
+87,456
2685
$644K ﹤0.01%
+42,639
2686
$643K ﹤0.01%
+30,908
2687
$642K ﹤0.01%
+8,776
2688
$641K ﹤0.01%
+273
2689
$640K ﹤0.01%
+22,874
2690
$636K ﹤0.01%
+40,407
2691
$635K ﹤0.01%
+3,715
2692
$634K ﹤0.01%
+21,649
2693
$633K ﹤0.01%
+38,565
2694
$632K ﹤0.01%
+35,674
2695
$630K ﹤0.01%
+44,149
2696
$630K ﹤0.01%
+9,660
2697
$629K ﹤0.01%
+18,449
2698
$629K ﹤0.01%
+4,485
2699
$628K ﹤0.01%
+46,106
2700
$628K ﹤0.01%
+24,160