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
5426
$8K ﹤0.01%
+721
5427
$8K ﹤0.01%
+200
5428
$8K ﹤0.01%
+418
5429
$8K ﹤0.01%
+2,147
5430
$7K ﹤0.01%
+229
5431
$7K ﹤0.01%
+256
5432
$7K ﹤0.01%
+9
5433
$7K ﹤0.01%
+1,422
5434
$7K ﹤0.01%
+503
5435
$7K ﹤0.01%
+407
5436
$7K ﹤0.01%
+216
5437
$7K ﹤0.01%
+5,187
5438
$7K ﹤0.01%
+576
5439
$7K ﹤0.01%
+727
5440
$7K ﹤0.01%
+153
5441
$7K ﹤0.01%
+1,870
5442
$7K ﹤0.01%
+339
5443
$7K ﹤0.01%
+1,295
5444
$7K ﹤0.01%
+431
5445
$7K ﹤0.01%
+400
5446
$7K ﹤0.01%
+500
5447
$7K ﹤0.01%
+435
5448
$7K ﹤0.01%
+260
5449
$7K ﹤0.01%
+1
5450
$7K ﹤0.01%
+232