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
5551
$6K ﹤0.01%
+1,119
5552
$6K ﹤0.01%
+282
5553
$6K ﹤0.01%
+383
5554
$6K ﹤0.01%
+2,741
5555
$6K ﹤0.01%
+20,722
5556
$6K ﹤0.01%
+2,500
5557
$6K ﹤0.01%
+1,033
5558
$6K ﹤0.01%
+850
5559
$6K ﹤0.01%
+1,009
5560
$6K ﹤0.01%
+4,405
5561
$6K ﹤0.01%
+1,077
5562
$6K ﹤0.01%
+1,720
5563
$6K ﹤0.01%
+484
5564
$6K ﹤0.01%
+497
5565
$6K ﹤0.01%
+77
5566
$6K ﹤0.01%
+48
5567
$6K ﹤0.01%
+3,072
5568
$6K ﹤0.01%
+300
5569
$6K ﹤0.01%
+976
5570
$6K ﹤0.01%
+444
5571
$6K ﹤0.01%
+1,792
5572
$6K ﹤0.01%
+948
5573
$6K ﹤0.01%
+336
5574
$6K ﹤0.01%
+761
5575
$6K ﹤0.01%
+434