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
6001
$1K ﹤0.01%
+138
6002
$1K ﹤0.01%
+108
6003
$1K ﹤0.01%
+19
6004
$1K ﹤0.01%
+250
6005
$1K ﹤0.01%
+20
6006
$1K ﹤0.01%
+100
6007
$1K ﹤0.01%
+161
6008
$1K ﹤0.01%
+103
6009
$1K ﹤0.01%
+40
6010
$1K ﹤0.01%
+160
6011
$1K ﹤0.01%
+1,225
6012
$1K ﹤0.01%
+100
6013
$1K ﹤0.01%
+182
6014
$1K ﹤0.01%
+63
6015
$1K ﹤0.01%
+24
6016
$1K ﹤0.01%
+517
6017
$1K ﹤0.01%
+100
6018
$1K ﹤0.01%
+57
6019
$1K ﹤0.01%
+31
6020
$1K ﹤0.01%
+199
6021
$1K ﹤0.01%
+97
6022
$1K ﹤0.01%
+95
6023
$1K ﹤0.01%
+2
6024
$1K ﹤0.01%
+200
6025
$1K ﹤0.01%
+360