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
2826
$517K ﹤0.01%
+6,075
2827
$517K ﹤0.01%
+42,823
2828
$517K ﹤0.01%
+282
2829
$516K ﹤0.01%
+36,964
2830
$516K ﹤0.01%
+130,419
2831
$515K ﹤0.01%
+24,185
2832
$513K ﹤0.01%
+13,922
2833
$512K ﹤0.01%
+14,451
2834
$511K ﹤0.01%
+18,875
2835
$510K ﹤0.01%
+32,777
2836
$510K ﹤0.01%
+24,513
2837
$509K ﹤0.01%
+2,912
2838
$509K ﹤0.01%
+12,627
2839
$508K ﹤0.01%
+9,090
2840
$507K ﹤0.01%
+98,571
2841
$507K ﹤0.01%
+32,663
2842
$507K ﹤0.01%
+45,820
2843
$506K ﹤0.01%
+11,122
2844
$506K ﹤0.01%
+17,045
2845
$505K ﹤0.01%
+12,686
2846
$505K ﹤0.01%
+16,082
2847
$503K ﹤0.01%
+11,367
2848
$503K ﹤0.01%
+13,373
2849
$502K ﹤0.01%
+36,109
2850
$502K ﹤0.01%
+16,441