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
2726
$606K ﹤0.01%
+11,673
2727
$606K ﹤0.01%
+6,706
2728
$606K ﹤0.01%
+44,249
2729
$606K ﹤0.01%
+146,101
2730
$605K ﹤0.01%
+39,962
2731
$605K ﹤0.01%
+272,752
2732
$604K ﹤0.01%
+29,573
2733
$603K ﹤0.01%
+8,767
2734
$602K ﹤0.01%
+24,650
2735
$602K ﹤0.01%
+99,924
2736
$600K ﹤0.01%
+92,300
2737
$600K ﹤0.01%
+34,146
2738
$599K ﹤0.01%
+58,646
2739
$598K ﹤0.01%
+17,473
2740
$598K ﹤0.01%
+13,469
2741
$596K ﹤0.01%
+1
2742
$596K ﹤0.01%
+22,066
2743
$595K ﹤0.01%
+6,929
2744
$595K ﹤0.01%
+41,923
2745
$595K ﹤0.01%
+17,621
2746
$594K ﹤0.01%
+43,951
2747
$594K ﹤0.01%
+12,487
2748
$593K ﹤0.01%
+46,969
2749
$593K ﹤0.01%
+42,138
2750
$592K ﹤0.01%
+31,639