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
4526
$33K ﹤0.01%
+667
4527
$33K ﹤0.01%
+4,634
4528
$33K ﹤0.01%
+2,838
4529
$33K ﹤0.01%
+3,283
4530
$32K ﹤0.01%
+4,587
4531
$32K ﹤0.01%
+3,166
4532
$32K ﹤0.01%
+2,021
4533
$32K ﹤0.01%
+1,058
4534
$32K ﹤0.01%
+1,143
4535
$32K ﹤0.01%
+1,056
4536
$32K ﹤0.01%
+790
4537
$32K ﹤0.01%
+1,842
4538
$32K ﹤0.01%
+1,017
4539
$32K ﹤0.01%
+1,984
4540
$32K ﹤0.01%
+1,960
4541
$32K ﹤0.01%
+925
4542
$32K ﹤0.01%
+976
4543
$32K ﹤0.01%
+15,107
4544
$32K ﹤0.01%
+7,696
4545
$31K ﹤0.01%
+807
4546
$31K ﹤0.01%
+4,129
4547
$31K ﹤0.01%
+2,825
4548
$31K ﹤0.01%
+7,385
4549
$31K ﹤0.01%
+5,240
4550
$31K ﹤0.01%
+4,432