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
4126
$58K ﹤0.01%
+2,800
4127
$58K ﹤0.01%
+650
4128
$58K ﹤0.01%
+1,170
4129
$58K ﹤0.01%
+1,923
4130
$58K ﹤0.01%
+44,722
4131
$57K ﹤0.01%
+3,364
4132
$57K ﹤0.01%
+3,379
4133
$57K ﹤0.01%
+775
4134
$57K ﹤0.01%
+3,408
4135
$57K ﹤0.01%
+5,638
4136
$57K ﹤0.01%
+3,710
4137
$57K ﹤0.01%
+3,608
4138
$57K ﹤0.01%
+2,308
4139
$57K ﹤0.01%
+5,596
4140
$57K ﹤0.01%
+5,257
4141
$57K ﹤0.01%
+16,159
4142
$57K ﹤0.01%
+614
4143
$57K ﹤0.01%
+1,277
4144
$57K ﹤0.01%
+1,930
4145
$56K ﹤0.01%
+6,641
4146
$56K ﹤0.01%
+5,350
4147
$56K ﹤0.01%
+4,000
4148
$56K ﹤0.01%
+13,743
4149
$56K ﹤0.01%
+1,581
4150
$56K ﹤0.01%
+1,773