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
5301
$9K ﹤0.01%
+631
5302
$9K ﹤0.01%
+947
5303
$9K ﹤0.01%
+339
5304
0
5305
$9K ﹤0.01%
+152
5306
$9K ﹤0.01%
+862
5307
$9K ﹤0.01%
+5,718
5308
$9K ﹤0.01%
+1,052
5309
$9K ﹤0.01%
+627
5310
$9K ﹤0.01%
+838
5311
$9K ﹤0.01%
+760
5312
$9K ﹤0.01%
+710
5313
$9K ﹤0.01%
+856
5314
$9K ﹤0.01%
+1,524
5315
$9K ﹤0.01%
+145
5316
$9K ﹤0.01%
+690
5317
$9K ﹤0.01%
+588
5318
$9K ﹤0.01%
+1,007
5319
$9K ﹤0.01%
+65
5320
$9K ﹤0.01%
+624
5321
$9K ﹤0.01%
+97
5322
$9K ﹤0.01%
+1,951
5323
$9K ﹤0.01%
+1,007
5324
$9K ﹤0.01%
+400
5325
$9K ﹤0.01%
+580