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
4901
$18K ﹤0.01%
+1,012
4902
$18K ﹤0.01%
+1,979
4903
$18K ﹤0.01%
+1,223
4904
$18K ﹤0.01%
+13,026
4905
$18K ﹤0.01%
+688
4906
$18K ﹤0.01%
+863
4907
$18K ﹤0.01%
+249
4908
$18K ﹤0.01%
+1,002
4909
$18K ﹤0.01%
+962
4910
$18K ﹤0.01%
+751
4911
$18K ﹤0.01%
+2,178
4912
$18K ﹤0.01%
+1,024
4913
$18K ﹤0.01%
+1,570
4914
$18K ﹤0.01%
+5,571
4915
$18K ﹤0.01%
+4,323
4916
$18K ﹤0.01%
+775
4917
$18K ﹤0.01%
+1,035
4918
$18K ﹤0.01%
+685
4919
$18K ﹤0.01%
+51,700
4920
$18K ﹤0.01%
+1,151
4921
$18K ﹤0.01%
+4,117
4922
$18K ﹤0.01%
+700
4923
$18K ﹤0.01%
+5,231
4924
$18K ﹤0.01%
+404
4925
$18K ﹤0.01%
+189,730