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
4826
$21K ﹤0.01%
+517
4827
$21K ﹤0.01%
+1,166
4828
$21K ﹤0.01%
+6,605
4829
$21K ﹤0.01%
+415
4830
$21K ﹤0.01%
+3,155
4831
$21K ﹤0.01%
+1,524
4832
$20K ﹤0.01%
+350
4833
$20K ﹤0.01%
+6,644
4834
$20K ﹤0.01%
+1,116
4835
$20K ﹤0.01%
+1,304
4836
$20K ﹤0.01%
+1,442
4837
$20K ﹤0.01%
+800
4838
$20K ﹤0.01%
+2,532
4839
$20K ﹤0.01%
+4,449
4840
$20K ﹤0.01%
+2,156
4841
$20K ﹤0.01%
+675
4842
$20K ﹤0.01%
+167
4843
$20K ﹤0.01%
+3,000
4844
$20K ﹤0.01%
+3,780
4845
$20K ﹤0.01%
+45,792
4846
0
4847
$20K ﹤0.01%
+4,015
4848
$20K ﹤0.01%
+6,996
4849
$20K ﹤0.01%
+14,326
4850
$20K ﹤0.01%
+5,000