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
5651
$5K ﹤0.01%
+3,390
5652
$5K ﹤0.01%
+704
5653
$5K ﹤0.01%
+2,354
5654
$5K ﹤0.01%
+8,318
5655
$5K ﹤0.01%
+6,675
5656
$5K ﹤0.01%
+286
5657
$4K ﹤0.01%
+350
5658
$4K ﹤0.01%
+1,001
5659
$4K ﹤0.01%
+171
5660
0
5661
$4K ﹤0.01%
+286
5662
$4K ﹤0.01%
+126
5663
$4K ﹤0.01%
+346
5664
$4K ﹤0.01%
+300
5665
$4K ﹤0.01%
+830
5666
$4K ﹤0.01%
+2,688
5667
$4K ﹤0.01%
+557
5668
$4K ﹤0.01%
+544
5669
$4K ﹤0.01%
+500
5670
$4K ﹤0.01%
+635
5671
$4K ﹤0.01%
+115
5672
$4K ﹤0.01%
+2,906
5673
$4K ﹤0.01%
+283
5674
$4K ﹤0.01%
+1,707
5675
$4K ﹤0.01%
+195,425