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
4601
$29K ﹤0.01%
+789
4602
$29K ﹤0.01%
+529
4603
$29K ﹤0.01%
+1,650
4604
$29K ﹤0.01%
+8,342
4605
$29K ﹤0.01%
+1,801
4606
$29K ﹤0.01%
+2,546
4607
$29K ﹤0.01%
+767
4608
$29K ﹤0.01%
+2,213
4609
$29K ﹤0.01%
+510
4610
$29K ﹤0.01%
+1,553
4611
$29K ﹤0.01%
+23,365
4612
$29K ﹤0.01%
+2,987
4613
$29K ﹤0.01%
+373
4614
$29K ﹤0.01%
+1,394
4615
$28K ﹤0.01%
+398
4616
$28K ﹤0.01%
+797
4617
$28K ﹤0.01%
+948
4618
$28K ﹤0.01%
+3,676
4619
$28K ﹤0.01%
+6,438
4620
$28K ﹤0.01%
+872
4621
$28K ﹤0.01%
+939
4622
$28K ﹤0.01%
+1,543
4623
$28K ﹤0.01%
+4,526
4624
$28K ﹤0.01%
+129
4625
$28K ﹤0.01%
+896