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
5101
$13K ﹤0.01%
+1,580
5102
$13K ﹤0.01%
+1,372
5103
$13K ﹤0.01%
+1,500
5104
$13K ﹤0.01%
+4
5105
$13K ﹤0.01%
+61
5106
$13K ﹤0.01%
+228
5107
$13K ﹤0.01%
+14,631
5108
$13K ﹤0.01%
+737
5109
$13K ﹤0.01%
+926
5110
$13K ﹤0.01%
+10,370
5111
$13K ﹤0.01%
+715
5112
$13K ﹤0.01%
+250
5113
$13K ﹤0.01%
+1,219
5114
$13K ﹤0.01%
+986
5115
$13K ﹤0.01%
+400
5116
$13K ﹤0.01%
+803
5117
$13K ﹤0.01%
+995
5118
$13K ﹤0.01%
+925
5119
$13K ﹤0.01%
+747
5120
$13K ﹤0.01%
+1,631
5121
$13K ﹤0.01%
+397
5122
$13K ﹤0.01%
+1,006
5123
$13K ﹤0.01%
+1,285
5124
$13K ﹤0.01%
+1,811
5125
$13K ﹤0.01%
+1,810