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
5351
$9K ﹤0.01%
+379
5352
$9K ﹤0.01%
+4,218
5353
$8K ﹤0.01%
+1,823
5354
$8K ﹤0.01%
+8
5355
$8K ﹤0.01%
+968
5356
$8K ﹤0.01%
+362
5357
$8K ﹤0.01%
+406
5358
$8K ﹤0.01%
+58
5359
$8K ﹤0.01%
+814
5360
$8K ﹤0.01%
+593
5361
$8K ﹤0.01%
+17
5362
$8K ﹤0.01%
+1,106
5363
$8K ﹤0.01%
+244
5364
$8K ﹤0.01%
+11
5365
$8K ﹤0.01%
+1,390
5366
$8K ﹤0.01%
+1,035
5367
$8K ﹤0.01%
+1,589
5368
$8K ﹤0.01%
+1,337
5369
$8K ﹤0.01%
+46
5370
$8K ﹤0.01%
+4,470
5371
$8K ﹤0.01%
+251
5372
$8K ﹤0.01%
+333
5373
$8K ﹤0.01%
+522
5374
$8K ﹤0.01%
+951
5375
$8K ﹤0.01%
+68