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
5526
0
5527
$6K ﹤0.01%
+5,133
5528
$6K ﹤0.01%
+1,040
5529
$6K ﹤0.01%
+1,317
5530
$6K ﹤0.01%
+1,190
5531
$6K ﹤0.01%
+518
5532
$6K ﹤0.01%
+28
5533
$6K ﹤0.01%
+249
5534
$6K ﹤0.01%
+870
5535
$6K ﹤0.01%
+218
5536
$6K ﹤0.01%
+2,134
5537
$6K ﹤0.01%
+247
5538
$6K ﹤0.01%
+330
5539
$6K ﹤0.01%
+1
5540
$6K ﹤0.01%
+2,728
5541
$6K ﹤0.01%
+1,230
5542
$6K ﹤0.01%
+981
5543
$6K ﹤0.01%
+161
5544
$6K ﹤0.01%
+529
5545
$6K ﹤0.01%
+439
5546
$6K ﹤0.01%
+602
5547
$6K ﹤0.01%
+1,241
5548
$6K ﹤0.01%
+600
5549
$6K ﹤0.01%
+2
5550
$6K ﹤0.01%
+379