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
5801
$3K ﹤0.01%
+700
5802
$3K ﹤0.01%
+723
5803
$3K ﹤0.01%
+1,000
5804
$3K ﹤0.01%
+295
5805
$3K ﹤0.01%
+722
5806
$3K ﹤0.01%
+130
5807
$3K ﹤0.01%
+175
5808
$3K ﹤0.01%
+1,160
5809
$3K ﹤0.01%
+552
5810
$3K ﹤0.01%
+442
5811
$3K ﹤0.01%
+227
5812
$3K ﹤0.01%
+409
5813
$3K ﹤0.01%
+421
5814
$3K ﹤0.01%
+246
5815
$3K ﹤0.01%
+834
5816
$3K ﹤0.01%
+1,094
5817
$3K ﹤0.01%
+400
5818
$3K ﹤0.01%
+500
5819
$3K ﹤0.01%
+500
5820
$3K ﹤0.01%
+386
5821
$3K ﹤0.01%
+970
5822
$3K ﹤0.01%
+191
5823
$3K ﹤0.01%
+544
5824
$3K ﹤0.01%
+100
5825
$3K ﹤0.01%
+1,848