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
4976
$16K ﹤0.01%
+600
4977
$16K ﹤0.01%
+4,090
4978
$16K ﹤0.01%
+472
4979
$16K ﹤0.01%
+944
4980
$16K ﹤0.01%
+1,400
4981
$16K ﹤0.01%
+675
4982
$16K ﹤0.01%
+395
4983
$16K ﹤0.01%
+2,104
4984
$16K ﹤0.01%
+2,000
4985
$16K ﹤0.01%
+1,077
4986
$16K ﹤0.01%
+272
4987
$16K ﹤0.01%
+2,811
4988
$16K ﹤0.01%
+367
4989
$16K ﹤0.01%
+488
4990
$16K ﹤0.01%
+1,103
4991
$16K ﹤0.01%
+933
4992
$16K ﹤0.01%
+274
4993
$16K ﹤0.01%
+830
4994
$16K ﹤0.01%
+8,304
4995
$16K ﹤0.01%
+408
4996
$16K ﹤0.01%
+1,828
4997
$16K ﹤0.01%
+761
4998
$16K ﹤0.01%
+643
4999
$16K ﹤0.01%
+730
5000
$16K ﹤0.01%
+485