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
4351
$41K ﹤0.01%
+2,060
4352
$41K ﹤0.01%
+6,501
4353
$41K ﹤0.01%
+10,221
4354
$41K ﹤0.01%
+709
4355
$41K ﹤0.01%
+2,875
4356
$41K ﹤0.01%
+1,300
4357
$41K ﹤0.01%
+6,574
4358
$41K ﹤0.01%
+1,784
4359
$41K ﹤0.01%
+2,239
4360
$41K ﹤0.01%
+935
4361
$41K ﹤0.01%
+2,953
4362
$41K ﹤0.01%
+3,090
4363
$41K ﹤0.01%
+327
4364
$40K ﹤0.01%
+2,265
4365
$40K ﹤0.01%
+2,367
4366
$40K ﹤0.01%
+1,645
4367
$40K ﹤0.01%
+1,528
4368
$40K ﹤0.01%
+833
4369
$40K ﹤0.01%
+3,358
4370
$40K ﹤0.01%
+36,323
4371
$40K ﹤0.01%
+838
4372
$40K ﹤0.01%
+2,870
4373
$40K ﹤0.01%
+1,511
4374
$40K ﹤0.01%
+5,003
4375
$40K ﹤0.01%
+2,116