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
2801
$543K ﹤0.01%
+36,934
2802
$542K ﹤0.01%
+49,548
2803
$540K ﹤0.01%
+10,006
2804
$538K ﹤0.01%
+70,593
2805
$538K ﹤0.01%
+14,014
2806
$537K ﹤0.01%
+7,915
2807
$537K ﹤0.01%
+27,969
2808
$537K ﹤0.01%
+7,806
2809
$536K ﹤0.01%
+60,486
2810
$535K ﹤0.01%
+15,232
2811
$533K ﹤0.01%
+38,161
2812
$532K ﹤0.01%
+31,751
2813
$532K ﹤0.01%
+34,483
2814
$531K ﹤0.01%
+39,043
2815
$530K ﹤0.01%
+74
2816
$530K ﹤0.01%
+17,238
2817
$527K ﹤0.01%
+3,280
2818
$525K ﹤0.01%
+48,294
2819
$525K ﹤0.01%
+34,867
2820
$524K ﹤0.01%
+22,052
2821
$523K ﹤0.01%
+19,804
2822
$523K ﹤0.01%
+19,563
2823
$521K ﹤0.01%
+42,709
2824
$520K ﹤0.01%
+11,527
2825
$517K ﹤0.01%
+37,279