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
5651
$5K ﹤0.01%
+342
5652
$5K ﹤0.01%
+1,810
5653
$5K ﹤0.01%
+283
5654
$5K ﹤0.01%
+31,000
5655
$5K ﹤0.01%
+1,071
5656
$5K ﹤0.01%
+1,049
5657
$4K ﹤0.01%
+350
5658
$4K ﹤0.01%
+1,001
5659
$4K ﹤0.01%
+250
5660
$4K ﹤0.01%
+2,000
5661
$4K ﹤0.01%
+164
5662
$4K ﹤0.01%
+90
5663
$4K ﹤0.01%
+349
5664
$4K ﹤0.01%
+171
5665
$4K ﹤0.01%
+1,000
5666
0
5667
$4K ﹤0.01%
+200
5668
$4K ﹤0.01%
+695
5669
$4K ﹤0.01%
+4
5670
$4K ﹤0.01%
+304
5671
$4K ﹤0.01%
+636
5672
0
5673
$4K ﹤0.01%
+466
5674
$4K ﹤0.01%
+120
5675
$4K ﹤0.01%
+797