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
4851
$20K ﹤0.01%
+568
4852
$20K ﹤0.01%
+6,746
4853
$20K ﹤0.01%
+677
4854
$20K ﹤0.01%
+1,101
4855
$20K ﹤0.01%
+10,932
4856
$20K ﹤0.01%
+6,250
4857
$20K ﹤0.01%
+1,194
4858
$20K ﹤0.01%
+718
4859
$20K ﹤0.01%
+97
4860
$20K ﹤0.01%
+2,400
4861
$20K ﹤0.01%
+941
4862
$20K ﹤0.01%
+498
4863
$19K ﹤0.01%
+817
4864
$19K ﹤0.01%
+8,797
4865
$19K ﹤0.01%
+549
4866
$19K ﹤0.01%
+1,438
4867
$19K ﹤0.01%
+3,439
4868
$19K ﹤0.01%
+4,809
4869
$19K ﹤0.01%
+462
4870
$19K ﹤0.01%
+62
4871
$19K ﹤0.01%
+4,850
4872
$19K ﹤0.01%
+6,032
4873
$19K ﹤0.01%
+1,652
4874
$19K ﹤0.01%
+1,712
4875
$19K ﹤0.01%
+2,354