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 8.6%
4 Healthcare 7.99%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5476
$7K ﹤0.01%
+4,200
5477
$7K ﹤0.01%
+658
5478
$7K ﹤0.01%
+300
5479
$7K ﹤0.01%
+1,110
5480
$7K ﹤0.01%
+1,000
5481
$7K ﹤0.01%
+621
5482
$7K ﹤0.01%
+369
5483
$7K ﹤0.01%
+730
5484
$7K ﹤0.01%
+1,963
5485
$7K ﹤0.01%
+660
5486
$7K ﹤0.01%
+2,825
5487
$7K ﹤0.01%
+918
5488
$7K ﹤0.01%
+904
5489
$7K ﹤0.01%
+200
5490
$7K ﹤0.01%
+250
5491
$7K ﹤0.01%
+142
5492
$7K ﹤0.01%
+3,158
5493
$7K ﹤0.01%
+722
5494
$7K ﹤0.01%
+5,273
5495
$7K ﹤0.01%
+600
5496
$7K ﹤0.01%
+514
5497
$7K ﹤0.01%
+253
5498
$7K ﹤0.01%
+300
5499
$7K ﹤0.01%
+1,000
5500
$7K ﹤0.01%
+300