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
5026
$15K ﹤0.01%
+118
5027
$15K ﹤0.01%
+1,268
5028
$15K ﹤0.01%
+2,397
5029
$15K ﹤0.01%
+619
5030
$15K ﹤0.01%
+1,403
5031
$15K ﹤0.01%
+1,861
5032
$15K ﹤0.01%
+721
5033
$15K ﹤0.01%
+2,701
5034
$15K ﹤0.01%
+1,651
5035
$15K ﹤0.01%
+3,107
5036
$15K ﹤0.01%
+1,555
5037
$15K ﹤0.01%
+1,015
5038
$15K ﹤0.01%
+547
5039
$15K ﹤0.01%
+758
5040
$15K ﹤0.01%
+11,105
5041
$15K ﹤0.01%
+485
5042
$15K ﹤0.01%
+1,925
5043
$15K ﹤0.01%
+51,639
5044
$15K ﹤0.01%
+782
5045
$15K ﹤0.01%
+1,165
5046
$15K ﹤0.01%
+2,014
5047
$15K ﹤0.01%
+21
5048
$15K ﹤0.01%
+231
5049
$14K ﹤0.01%
+658
5050
$14K ﹤0.01%
+500