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
5626
$5K ﹤0.01%
+243
5627
$5K ﹤0.01%
+432
5628
$5K ﹤0.01%
+529
5629
$5K ﹤0.01%
+247
5630
$5K ﹤0.01%
+1,414
5631
$5K ﹤0.01%
+3,916
5632
$5K ﹤0.01%
+2,080
5633
$5K ﹤0.01%
+402
5634
$5K ﹤0.01%
+1,066
5635
$5K ﹤0.01%
+4,050
5636
$5K ﹤0.01%
+118
5637
$5K ﹤0.01%
+2,000
5638
$5K ﹤0.01%
+1,437
5639
$5K ﹤0.01%
+237
5640
$5K ﹤0.01%
+531
5641
$5K ﹤0.01%
+2,299
5642
$5K ﹤0.01%
+243
5643
$5K ﹤0.01%
+618
5644
$5K ﹤0.01%
+3,390
5645
$5K ﹤0.01%
+704
5646
$5K ﹤0.01%
+2,354
5647
$5K ﹤0.01%
+8,318
5648
$5K ﹤0.01%
+6,675
5649
$5K ﹤0.01%
+286
5650
$5K ﹤0.01%
+224