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
5076
$14K ﹤0.01%
+400
5077
$14K ﹤0.01%
+1,721
5078
$14K ﹤0.01%
+1,101
5079
$14K ﹤0.01%
+812
5080
$14K ﹤0.01%
+719
5081
$14K ﹤0.01%
+769
5082
$14K ﹤0.01%
+3,252
5083
$14K ﹤0.01%
+1,128
5084
$14K ﹤0.01%
+2,226
5085
$14K ﹤0.01%
+446
5086
$14K ﹤0.01%
+3,757
5087
$13K ﹤0.01%
+1,347
5088
$13K ﹤0.01%
+1,838
5089
$13K ﹤0.01%
+1,476
5090
$13K ﹤0.01%
+2,007
5091
$13K ﹤0.01%
+1,866
5092
$13K ﹤0.01%
+309
5093
$13K ﹤0.01%
+2,658
5094
$13K ﹤0.01%
+1,156
5095
$13K ﹤0.01%
+1,000
5096
$13K ﹤0.01%
+2,999
5097
$13K ﹤0.01%
+33,136
5098
$13K ﹤0.01%
+3,057
5099
$13K ﹤0.01%
+797
5100
$13K ﹤0.01%
+1,920