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
4876
$19K ﹤0.01%
+1,280
4877
$19K ﹤0.01%
+1,867
4878
$19K ﹤0.01%
+200
4879
$19K ﹤0.01%
+1,512
4880
$19K ﹤0.01%
+350
4881
$19K ﹤0.01%
+746
4882
$19K ﹤0.01%
+827
4883
$19K ﹤0.01%
+949
4884
$19K ﹤0.01%
+973
4885
$19K ﹤0.01%
+1,030
4886
$19K ﹤0.01%
+726
4887
$19K ﹤0.01%
+1,053
4888
$19K ﹤0.01%
+1,635
4889
$19K ﹤0.01%
+682
4890
$19K ﹤0.01%
+1,062
4891
$19K ﹤0.01%
+429
4892
$19K ﹤0.01%
+774
4893
$19K ﹤0.01%
+1,049
4894
$19K ﹤0.01%
+774
4895
$19K ﹤0.01%
+822
4896
$19K ﹤0.01%
+611
4897
$19K ﹤0.01%
+744
4898
$19K ﹤0.01%
+1,767
4899
$19K ﹤0.01%
+413
4900
$19K ﹤0.01%
+1,711