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
5451
$7K ﹤0.01%
+546
5452
$7K ﹤0.01%
+2,613
5453
$7K ﹤0.01%
+744
5454
$7K ﹤0.01%
+253
5455
$7K ﹤0.01%
+200
5456
$7K ﹤0.01%
+200
5457
$7K ﹤0.01%
+224
5458
$7K ﹤0.01%
+816
5459
$7K ﹤0.01%
+852
5460
$7K ﹤0.01%
+180
5461
$7K ﹤0.01%
+300
5462
$7K ﹤0.01%
+1,400
5463
$7K ﹤0.01%
+4,200
5464
$7K ﹤0.01%
+658
5465
$7K ﹤0.01%
+300
5466
$7K ﹤0.01%
+1,110
5467
$7K ﹤0.01%
+3,000
5468
$7K ﹤0.01%
+2,562
5469
$7K ﹤0.01%
+160
5470
$7K ﹤0.01%
+1,000
5471
$7K ﹤0.01%
+621
5472
$7K ﹤0.01%
+369
5473
$7K ﹤0.01%
+730
5474
$7K ﹤0.01%
+1,963
5475
$7K ﹤0.01%
+660