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
5576
$6K ﹤0.01%
+732
5577
$6K ﹤0.01%
+437
5578
$6K ﹤0.01%
+2,000
5579
$6K ﹤0.01%
+246
5580
$6K ﹤0.01%
+130
5581
$6K ﹤0.01%
+639
5582
$6K ﹤0.01%
+1,466
5583
$5K ﹤0.01%
+443
5584
$5K ﹤0.01%
+200
5585
$5K ﹤0.01%
+1,009
5586
$5K ﹤0.01%
+500
5587
$5K ﹤0.01%
+146
5588
$5K ﹤0.01%
+30
5589
$5K ﹤0.01%
+374
5590
$5K ﹤0.01%
+194
5591
$5K ﹤0.01%
+224
5592
$5K ﹤0.01%
+342
5593
$5K ﹤0.01%
+1,810
5594
$5K ﹤0.01%
+283
5595
$5K ﹤0.01%
+31,000
5596
$5K ﹤0.01%
+1,071
5597
$5K ﹤0.01%
+1,049
5598
$5K ﹤0.01%
+1,437
5599
$5K ﹤0.01%
+849
5600
$5K ﹤0.01%
+1,001