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
4926
$18K ﹤0.01%
+53,909
4927
$18K ﹤0.01%
+1,803
4928
$18K ﹤0.01%
+606
4929
$18K ﹤0.01%
+660
4930
$18K ﹤0.01%
+4,263
4931
$18K ﹤0.01%
+771
4932
$18K ﹤0.01%
+184
4933
$18K ﹤0.01%
+1,021
4934
$18K ﹤0.01%
+2,956
4935
$17K ﹤0.01%
+890
4936
$17K ﹤0.01%
+1,837
4937
$17K ﹤0.01%
+1,001
4938
$17K ﹤0.01%
+811
4939
$17K ﹤0.01%
+1,796
4940
$17K ﹤0.01%
+485
4941
$17K ﹤0.01%
+492
4942
$17K ﹤0.01%
+4,248
4943
$17K ﹤0.01%
+415
4944
$17K ﹤0.01%
+113
4945
$17K ﹤0.01%
+1,446
4946
$17K ﹤0.01%
+3,450
4947
$17K ﹤0.01%
+105
4948
$17K ﹤0.01%
+982
4949
$17K ﹤0.01%
+72
4950
$17K ﹤0.01%
+1,584