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
5601
$5K ﹤0.01%
+139
5602
$5K ﹤0.01%
+1,351
5603
$5K ﹤0.01%
+197
5604
$5K ﹤0.01%
+669
5605
$5K ﹤0.01%
+21
5606
$5K ﹤0.01%
+15
5607
$5K ﹤0.01%
+4,390
5608
$5K ﹤0.01%
+47
5609
$5K ﹤0.01%
+649
5610
$5K ﹤0.01%
+419
5611
$5K ﹤0.01%
+2,621
5612
$5K ﹤0.01%
+93
5613
$5K ﹤0.01%
+347
5614
$5K ﹤0.01%
+29
5615
$5K ﹤0.01%
+11
5616
$5K ﹤0.01%
+265
5617
$5K ﹤0.01%
+295
5618
$5K ﹤0.01%
+94
5619
$5K ﹤0.01%
+70
5620
$5K ﹤0.01%
+629
5621
$5K ﹤0.01%
+550
5622
$5K ﹤0.01%
+646
5623
$5K ﹤0.01%
+620
5624
$5K ﹤0.01%
+900
5625
$5K ﹤0.01%
+113