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
5401
$8K ﹤0.01%
+556
5402
$8K ﹤0.01%
+310
5403
$8K ﹤0.01%
+1,949
5404
$8K ﹤0.01%
+269
5405
$8K ﹤0.01%
+317
5406
$8K ﹤0.01%
+783
5407
$8K ﹤0.01%
+5,392
5408
$8K ﹤0.01%
+2,946
5409
$8K ﹤0.01%
+700
5410
$8K ﹤0.01%
+722
5411
$8K ﹤0.01%
+306
5412
$8K ﹤0.01%
+1,224
5413
$8K ﹤0.01%
+650
5414
$8K ﹤0.01%
+340
5415
$8K ﹤0.01%
+3,980
5416
$8K ﹤0.01%
+2,373
5417
$8K ﹤0.01%
+292
5418
$8K ﹤0.01%
+987
5419
$8K ﹤0.01%
+1,311
5420
$8K ﹤0.01%
+15,000
5421
$8K ﹤0.01%
+473
5422
$8K ﹤0.01%
+1,944
5423
$8K ﹤0.01%
+6,581
5424
$8K ﹤0.01%
+683
5425
$8K ﹤0.01%
+654