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
5751
$4K ﹤0.01%
+498
5752
$4K ﹤0.01%
+1,360
5753
$4K ﹤0.01%
+2,196
5754
$3K ﹤0.01%
+1,000
5755
$3K ﹤0.01%
+903
5756
$3K ﹤0.01%
+391
5757
$3K ﹤0.01%
+651
5758
$3K ﹤0.01%
+713
5759
$3K ﹤0.01%
+22
5760
$3K ﹤0.01%
+300
5761
$3K ﹤0.01%
+466
5762
$3K ﹤0.01%
+58
5763
$3K ﹤0.01%
+209
5764
$3K ﹤0.01%
+1,000
5765
$3K ﹤0.01%
+2
5766
$3K ﹤0.01%
+204
5767
$3K ﹤0.01%
+718
5768
$3K ﹤0.01%
+4,241
5769
$3K ﹤0.01%
+10
5770
0
5771
$3K ﹤0.01%
+300
5772
$3K ﹤0.01%
+431
5773
$3K ﹤0.01%
+188
5774
$3K ﹤0.01%
+2,804
5775
$3K ﹤0.01%
+1,151