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
5726
$4K ﹤0.01%
+228
5727
$4K ﹤0.01%
+1,121
5728
$4K ﹤0.01%
+3,231
5729
$4K ﹤0.01%
+175
5730
$4K ﹤0.01%
+2,576
5731
$4K ﹤0.01%
+6,883
5732
$4K ﹤0.01%
+1,824
5733
$4K ﹤0.01%
+1,003
5734
$4K ﹤0.01%
+129
5735
$4K ﹤0.01%
+580
5736
$4K ﹤0.01%
+3,909
5737
$4K ﹤0.01%
+115
5738
$4K ﹤0.01%
+2,906
5739
$4K ﹤0.01%
+283
5740
$4K ﹤0.01%
+1,707
5741
$4K ﹤0.01%
+13,783
5742
$4K ﹤0.01%
+1,065
5743
$4K ﹤0.01%
+83
5744
$4K ﹤0.01%
+4,043
5745
$4K ﹤0.01%
+1,250
5746
$4K ﹤0.01%
+208
5747
$4K ﹤0.01%
+195,425
5748
$4K ﹤0.01%
+507
5749
$4K ﹤0.01%
+1,585
5750
$4K ﹤0.01%
+180