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
5051
$14K ﹤0.01%
+1,334
5052
$14K ﹤0.01%
+364
5053
$14K ﹤0.01%
+1,786
5054
$14K ﹤0.01%
+394
5055
$14K ﹤0.01%
+1,240
5056
$14K ﹤0.01%
+1,000
5057
$14K ﹤0.01%
+2,463
5058
$14K ﹤0.01%
+1,273
5059
$14K ﹤0.01%
+1,194
5060
$14K ﹤0.01%
+501
5061
$14K ﹤0.01%
+1,498
5062
$14K ﹤0.01%
+891
5063
$14K ﹤0.01%
+735
5064
$14K ﹤0.01%
+8,308
5065
$14K ﹤0.01%
+857
5066
$14K ﹤0.01%
+1,573
5067
$14K ﹤0.01%
+1,000
5068
$14K ﹤0.01%
+634
5069
$14K ﹤0.01%
+2,125
5070
$14K ﹤0.01%
+359
5071
$14K ﹤0.01%
+980
5072
$14K ﹤0.01%
+3,183
5073
$14K ﹤0.01%
+281
5074
$14K ﹤0.01%
+602
5075
$14K ﹤0.01%
+1,887