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
3851
$90K ﹤0.01%
+14,671
3852
$90K ﹤0.01%
+9,454
3853
$90K ﹤0.01%
+5,655
3854
$90K ﹤0.01%
+2,469
3855
$89K ﹤0.01%
+57
3856
$89K ﹤0.01%
+3,638
3857
$89K ﹤0.01%
+1,498
3858
$89K ﹤0.01%
+6,658
3859
$89K ﹤0.01%
+5,368
3860
$89K ﹤0.01%
+6,370
3861
$88K ﹤0.01%
+6,194
3862
$88K ﹤0.01%
+6,530
3863
$88K ﹤0.01%
+17,888
3864
$88K ﹤0.01%
+6,119
3865
$88K ﹤0.01%
+3,084
3866
$88K ﹤0.01%
+5,690
3867
$87K ﹤0.01%
+4,248
3868
$87K ﹤0.01%
+4,442
3869
$87K ﹤0.01%
+12,296
3870
$87K ﹤0.01%
+5,624
3871
$86K ﹤0.01%
+46
3872
$86K ﹤0.01%
+2,163
3873
$86K ﹤0.01%
+4,317
3874
$86K ﹤0.01%
+2,879
3875
$86K ﹤0.01%
+3,035