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
2776
$565K ﹤0.01%
+21,374
2777
$564K ﹤0.01%
+28,058
2778
$562K ﹤0.01%
+22,912
2779
$562K ﹤0.01%
+10,966
2780
$558K ﹤0.01%
+42,225
2781
$557K ﹤0.01%
+31,200
2782
$556K ﹤0.01%
+30,326
2783
$556K ﹤0.01%
+16,788
2784
$556K ﹤0.01%
+53,994
2785
$556K ﹤0.01%
+173,356
2786
$554K ﹤0.01%
+331,829
2787
$553K ﹤0.01%
+11,639
2788
$553K ﹤0.01%
+52,541
2789
$553K ﹤0.01%
+24,331
2790
$552K ﹤0.01%
+11,432
2791
$551K ﹤0.01%
+9,822
2792
$551K ﹤0.01%
+10,862
2793
$550K ﹤0.01%
+778
2794
$549K ﹤0.01%
+4,456
2795
$548K ﹤0.01%
+13,927
2796
$547K ﹤0.01%
+82,830
2797
$546K ﹤0.01%
+35,228
2798
$545K ﹤0.01%
+21,008
2799
$545K ﹤0.01%
+45,487
2800
$544K ﹤0.01%
+13,494