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
5001
$16K ﹤0.01%
+462
5002
$16K ﹤0.01%
+3,238
5003
$15K ﹤0.01%
+1,004
5004
$15K ﹤0.01%
+561
5005
$15K ﹤0.01%
+638
5006
$15K ﹤0.01%
+1,532
5007
$15K ﹤0.01%
+3,533
5008
$15K ﹤0.01%
+818
5009
$15K ﹤0.01%
+759
5010
$15K ﹤0.01%
+834
5011
$15K ﹤0.01%
+1,077
5012
$15K ﹤0.01%
+386
5013
$15K ﹤0.01%
+1,103
5014
$15K ﹤0.01%
+470
5015
$15K ﹤0.01%
+998
5016
$15K ﹤0.01%
+3,475
5017
$15K ﹤0.01%
+200
5018
$15K ﹤0.01%
+1,397
5019
$15K ﹤0.01%
+80
5020
$15K ﹤0.01%
+2,400
5021
$15K ﹤0.01%
+590
5022
$15K ﹤0.01%
+298
5023
$15K ﹤0.01%
+1,801
5024
$15K ﹤0.01%
+779
5025
0