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
5826
$3K ﹤0.01%
+3,930
5827
$3K ﹤0.01%
+982
5828
$3K ﹤0.01%
+1,500
5829
$3K ﹤0.01%
+150
5830
$3K ﹤0.01%
+124
5831
$3K ﹤0.01%
+410
5832
$3K ﹤0.01%
+2,311
5833
$3K ﹤0.01%
+2,000
5834
$3K ﹤0.01%
+3,648
5835
$3K ﹤0.01%
+300
5836
$3K ﹤0.01%
+380
5837
$3K ﹤0.01%
+2,849
5838
$3K ﹤0.01%
+70
5839
$3K ﹤0.01%
+3,293
5840
$3K ﹤0.01%
+147
5841
$3K ﹤0.01%
+361
5842
$3K ﹤0.01%
+167
5843
$3K ﹤0.01%
+82
5844
$3K ﹤0.01%
+78
5845
$3K ﹤0.01%
+127
5846
$3K ﹤0.01%
+2,241
5847
$2K ﹤0.01%
+1,203
5848
$2K ﹤0.01%
+134
5849
$2K ﹤0.01%
+145
5850
$2K ﹤0.01%
+1,187