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
5801
$3K ﹤0.01%
+100
5802
$3K ﹤0.01%
+172
5803
$3K ﹤0.01%
+350
5804
0
5805
$3K ﹤0.01%
+2,241
5806
$3K ﹤0.01%
+23
5807
$3K ﹤0.01%
+414
5808
0
5809
0
5810
$3K ﹤0.01%
+2,935
5811
$3K ﹤0.01%
+1
5812
$3K ﹤0.01%
+651
5813
$3K ﹤0.01%
+713
5814
$3K ﹤0.01%
+22
5815
$3K ﹤0.01%
+300
5816
$3K ﹤0.01%
+1,160
5817
$3K ﹤0.01%
+552
5818
$3K ﹤0.01%
+442
5819
$3K ﹤0.01%
+1,094
5820
$3K ﹤0.01%
+400
5821
$3K ﹤0.01%
+500
5822
$3K ﹤0.01%
+500
5823
$3K ﹤0.01%
+386
5824
$3K ﹤0.01%
+970
5825
$3K ﹤0.01%
+191