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
5376
$8K ﹤0.01%
+666
5377
$8K ﹤0.01%
+22
5378
$8K ﹤0.01%
+556
5379
$8K ﹤0.01%
+2,150
5380
$8K ﹤0.01%
+311
5381
$8K ﹤0.01%
+831
5382
$8K ﹤0.01%
+378
5383
$8K ﹤0.01%
+300
5384
$8K ﹤0.01%
+471
5385
$8K ﹤0.01%
+497
5386
$8K ﹤0.01%
+1,203
5387
$8K ﹤0.01%
+287
5388
$8K ﹤0.01%
+159
5389
$8K ﹤0.01%
+470
5390
$8K ﹤0.01%
+2,598
5391
$8K ﹤0.01%
+519
5392
$8K ﹤0.01%
+1,000
5393
$8K ﹤0.01%
+122
5394
$8K ﹤0.01%
+1,750
5395
$8K ﹤0.01%
+1,338
5396
$8K ﹤0.01%
+5,000
5397
$8K ﹤0.01%
+291
5398
$8K ﹤0.01%
+584
5399
$8K ﹤0.01%
+385
5400
$8K ﹤0.01%
+2,527