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
5201
0
5202
$11K ﹤0.01%
+430
5203
$11K ﹤0.01%
+186
5204
$11K ﹤0.01%
+593
5205
$11K ﹤0.01%
+600
5206
$11K ﹤0.01%
+250
5207
$11K ﹤0.01%
+1,762
5208
$11K ﹤0.01%
+1,500
5209
$11K ﹤0.01%
+219
5210
$11K ﹤0.01%
+882
5211
$11K ﹤0.01%
+651
5212
$11K ﹤0.01%
+568
5213
$11K ﹤0.01%
+33
5214
$11K ﹤0.01%
+95
5215
$11K ﹤0.01%
+1,082
5216
$11K ﹤0.01%
+1,000
5217
$11K ﹤0.01%
+2,348
5218
$11K ﹤0.01%
+910
5219
$11K ﹤0.01%
+2,055
5220
$11K ﹤0.01%
+1,038
5221
$11K ﹤0.01%
+7,232
5222
$11K ﹤0.01%
+43
5223
$11K ﹤0.01%
+1,474
5224
$11K ﹤0.01%
+1,569
5225
$11K ﹤0.01%
+490