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
3076
$340K ﹤0.01%
+23,628
3077
$339K ﹤0.01%
+6,580
3078
$339K ﹤0.01%
+10,648
3079
$339K ﹤0.01%
+21,633
3080
$338K ﹤0.01%
+218,157
3081
$337K ﹤0.01%
+11,989
3082
$337K ﹤0.01%
+35,255
3083
$337K ﹤0.01%
+16,253
3084
$336K ﹤0.01%
+121,394
3085
$336K ﹤0.01%
+18,011
3086
$335K ﹤0.01%
+7,722
3087
$335K ﹤0.01%
+65,608
3088
$335K ﹤0.01%
+22,845
3089
$335K ﹤0.01%
+16,011
3090
$334K ﹤0.01%
+12,316
3091
$334K ﹤0.01%
+9,965
3092
$333K ﹤0.01%
+47,411
3093
$333K ﹤0.01%
+5,858
3094
$331K ﹤0.01%
+23,699
3095
$330K ﹤0.01%
+6,617
3096
$329K ﹤0.01%
+33,687
3097
$329K ﹤0.01%
+8,291
3098
$328K ﹤0.01%
+29,504
3099
$328K ﹤0.01%
+14,050
3100
$328K ﹤0.01%
+55,515