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
5676
$4K ﹤0.01%
+507
5677
$4K ﹤0.01%
+1,585
5678
$4K ﹤0.01%
+180
5679
$4K ﹤0.01%
+498
5680
$4K ﹤0.01%
+304
5681
$4K ﹤0.01%
+636
5682
0
5683
$4K ﹤0.01%
+466
5684
$4K ﹤0.01%
+120
5685
$4K ﹤0.01%
+797
5686
$4K ﹤0.01%
+308
5687
$4K ﹤0.01%
+349
5688
$4K ﹤0.01%
+1,000
5689
0
5690
$4K ﹤0.01%
+200
5691
$4K ﹤0.01%
+695
5692
$4K ﹤0.01%
+4
5693
$4K ﹤0.01%
+142
5694
$4K ﹤0.01%
+146
5695
$4K ﹤0.01%
+2,099
5696
$4K ﹤0.01%
+416
5697
$4K ﹤0.01%
+161
5698
$4K ﹤0.01%
+183
5699
$4K ﹤0.01%
+169
5700
$4K ﹤0.01%
+366