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
4676
$26K ﹤0.01%
+501
4677
$26K ﹤0.01%
+1,700
4678
$26K ﹤0.01%
+1,351
4679
$26K ﹤0.01%
+4,063
4680
$26K ﹤0.01%
+577
4681
$26K ﹤0.01%
+752
4682
$26K ﹤0.01%
+12,627
4683
$26K ﹤0.01%
+2,121
4684
$26K ﹤0.01%
+1,377
4685
$26K ﹤0.01%
+1,989
4686
$26K ﹤0.01%
+15,655
4687
$26K ﹤0.01%
+3,286
4688
$26K ﹤0.01%
+1,473
4689
$26K ﹤0.01%
+784
4690
$26K ﹤0.01%
+15,377
4691
$26K ﹤0.01%
+1,815
4692
$26K ﹤0.01%
+1,152
4693
$26K ﹤0.01%
+332
4694
$26K ﹤0.01%
+999
4695
$25K ﹤0.01%
+2,876
4696
$25K ﹤0.01%
+2,000
4697
$25K ﹤0.01%
+2,960
4698
$25K ﹤0.01%
+86
4699
$25K ﹤0.01%
+1,230
4700
$25K ﹤0.01%
+7,797