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
4726
$24K ﹤0.01%
+1,641
4727
$24K ﹤0.01%
+773
4728
$24K ﹤0.01%
+6,734
4729
$24K ﹤0.01%
+866
4730
$24K ﹤0.01%
+989
4731
$24K ﹤0.01%
+830
4732
$24K ﹤0.01%
+1,308
4733
$24K ﹤0.01%
+1,370
4734
$24K ﹤0.01%
+1,026
4735
$24K ﹤0.01%
+6,470
4736
$24K ﹤0.01%
+16
4737
$24K ﹤0.01%
+1,500
4738
$24K ﹤0.01%
+1,083
4739
$24K ﹤0.01%
+2,030
4740
$24K ﹤0.01%
+286,533
4741
$24K ﹤0.01%
+1,493
4742
$24K ﹤0.01%
+1,096
4743
$24K ﹤0.01%
+25
4744
$24K ﹤0.01%
+1,411
4745
$24K ﹤0.01%
+1,607
4746
$24K ﹤0.01%
+7,814
4747
$24K ﹤0.01%
+1,803
4748
$24K ﹤0.01%
+1,915
4749
$24K ﹤0.01%
+1,134
4750
$24K ﹤0.01%
+1,842