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
3176
$295K ﹤0.01%
+8,473
3177
$295K ﹤0.01%
+58,260
3178
$294K ﹤0.01%
+64
3179
$294K ﹤0.01%
+19,573
3180
$294K ﹤0.01%
+7,706
3181
$293K ﹤0.01%
+8,395
3182
$293K ﹤0.01%
+5,056
3183
$292K ﹤0.01%
+23,642
3184
$292K ﹤0.01%
+13,950
3185
$291K ﹤0.01%
+16,688
3186
$290K ﹤0.01%
+13,688
3187
$289K ﹤0.01%
+11,436
3188
$289K ﹤0.01%
+31,961
3189
$289K ﹤0.01%
+36,096
3190
$289K ﹤0.01%
+24,973
3191
$289K ﹤0.01%
+187,801
3192
$289K ﹤0.01%
+14,480
3193
$288K ﹤0.01%
+46,410
3194
$288K ﹤0.01%
+3,311
3195
$287K ﹤0.01%
+3,067
3196
$287K ﹤0.01%
+5,881
3197
$287K ﹤0.01%
+22,467
3198
$287K ﹤0.01%
+48,050
3199
$286K ﹤0.01%
+26,500
3200
$286K ﹤0.01%
+14,790