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 8.6%
4 Healthcare 7.99%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5176
$12K ﹤0.01%
+1,797
5177
$12K ﹤0.01%
+1,034
5178
$12K ﹤0.01%
+484
5179
$12K ﹤0.01%
+1,200
5180
$12K ﹤0.01%
+272
5181
$12K ﹤0.01%
+2,085
5182
$12K ﹤0.01%
+600
5183
$12K ﹤0.01%
+2,280
5184
$12K ﹤0.01%
+3,834
5185
$12K ﹤0.01%
+929
5186
$12K ﹤0.01%
+4,684
5187
$11K ﹤0.01%
+1,000
5188
$11K ﹤0.01%
+771
5189
$11K ﹤0.01%
+480
5190
$11K ﹤0.01%
+423
5191
$11K ﹤0.01%
+1,915
5192
$11K ﹤0.01%
+698
5193
$11K ﹤0.01%
+1,565
5194
$11K ﹤0.01%
+33
5195
$11K ﹤0.01%
+500
5196
$11K ﹤0.01%
+3,301
5197
$11K ﹤0.01%
+2,000
5198
$11K ﹤0.01%
+542
5199
$11K ﹤0.01%
+976
5200
$11K ﹤0.01%
+967