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
4501
$33K ﹤0.01%
+5,012
4502
$33K ﹤0.01%
+1,154
4503
$33K ﹤0.01%
+3,812
4504
$33K ﹤0.01%
+1,326
4505
$33K ﹤0.01%
+4,023
4506
$33K ﹤0.01%
+2,986
4507
$33K ﹤0.01%
+2,518
4508
$33K ﹤0.01%
+3,120
4509
$33K ﹤0.01%
+2,092
4510
$33K ﹤0.01%
+1,674
4511
$33K ﹤0.01%
+8,857
4512
$33K ﹤0.01%
+414
4513
$33K ﹤0.01%
+2,805
4514
$33K ﹤0.01%
+3,988
4515
$33K ﹤0.01%
+2,172
4516
$33K ﹤0.01%
+626
4517
$33K ﹤0.01%
+3,478
4518
$33K ﹤0.01%
+4,200
4519
$33K ﹤0.01%
+1,510
4520
$33K ﹤0.01%
+1
4521
$33K ﹤0.01%
+440
4522
$33K ﹤0.01%
+1,543
4523
$33K ﹤0.01%
+1,685
4524
$33K ﹤0.01%
+1,035
4525
$33K ﹤0.01%
+1,168