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
6026
$1K ﹤0.01%
+41
6027
$1K ﹤0.01%
+100
6028
$1K ﹤0.01%
+161
6029
$1K ﹤0.01%
+103
6030
$1K ﹤0.01%
+133
6031
$1K ﹤0.01%
+206
6032
$1K ﹤0.01%
+50
6033
$1K ﹤0.01%
+156
6034
$1K ﹤0.01%
+1,002
6035
$1K ﹤0.01%
+344
6036
$1K ﹤0.01%
+26
6037
$1K ﹤0.01%
+88
6038
$1K ﹤0.01%
+1,342
6039
$1K ﹤0.01%
+50
6040
$1K ﹤0.01%
+100
6041
$1K ﹤0.01%
+347
6042
$1K ﹤0.01%
+112
6043
$1K ﹤0.01%
+2
6044
$1K ﹤0.01%
+200
6045
$1K ﹤0.01%
+172
6046
$1K ﹤0.01%
+627
6047
$1K ﹤0.01%
+543
6048
$1K ﹤0.01%
+384
6049
$1K ﹤0.01%
+40
6050
$1K ﹤0.01%
+160