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
3101
$326K ﹤0.01%
+3,440
3102
$325K ﹤0.01%
+42,832
3103
$325K ﹤0.01%
+22,165
3104
$325K ﹤0.01%
+20,461
3105
$324K ﹤0.01%
+14,125
3106
$324K ﹤0.01%
+274,350
3107
$324K ﹤0.01%
+9,950
3108
$324K ﹤0.01%
+20,784
3109
$324K ﹤0.01%
+40,848
3110
$324K ﹤0.01%
+24,627
3111
$323K ﹤0.01%
+34,434
3112
$322K ﹤0.01%
+685
3113
$321K ﹤0.01%
+26,042
3114
$320K ﹤0.01%
+7,450
3115
$320K ﹤0.01%
+9,232
3116
$320K ﹤0.01%
+30,900
3117
$320K ﹤0.01%
+59,944
3118
$319K ﹤0.01%
+46,051
3119
$318K ﹤0.01%
+7,556
3120
$318K ﹤0.01%
+7,432
3121
$317K ﹤0.01%
+21,223
3122
$317K ﹤0.01%
+38,283
3123
$315K ﹤0.01%
+8,286
3124
$315K ﹤0.01%
+8,034
3125
$315K ﹤0.01%
+2