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 8.6%
4 Healthcare 7.99%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4951
$17K ﹤0.01%
+4,248
4952
$17K ﹤0.01%
+415
4953
$17K ﹤0.01%
+113
4954
$17K ﹤0.01%
+3,450
4955
$17K ﹤0.01%
+105
4956
$17K ﹤0.01%
+982
4957
$17K ﹤0.01%
+1,067
4958
$17K ﹤0.01%
+800
4959
$17K ﹤0.01%
+739
4960
$17K ﹤0.01%
+5,562
4961
$17K ﹤0.01%
+1,280
4962
$17K ﹤0.01%
+300
4963
$17K ﹤0.01%
+1,739
4964
$17K ﹤0.01%
+1,536
4965
$17K ﹤0.01%
+1,601
4966
$17K ﹤0.01%
+610
4967
$17K ﹤0.01%
+2,298
4968
$16K ﹤0.01%
+643
4969
$16K ﹤0.01%
+1,206
4970
$16K ﹤0.01%
+330
4971
$16K ﹤0.01%
+4,090
4972
$16K ﹤0.01%
+2,327
4973
$16K ﹤0.01%
+1,172
4974
$16K ﹤0.01%
+646
4975
$16K ﹤0.01%
+736