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
6051
0
6052
$1K ﹤0.01%
+119
6053
$1K ﹤0.01%
+856
6054
$1K ﹤0.01%
+50
6055
$1K ﹤0.01%
+2,440
6056
$1K ﹤0.01%
+53
6057
$1K ﹤0.01%
+3,257
6058
$1K ﹤0.01%
+84
6059
$1K ﹤0.01%
+195
6060
$1K ﹤0.01%
+400
6061
$1K ﹤0.01%
+82
6062
$1K ﹤0.01%
+306
6063
$1K ﹤0.01%
+42
6064
$1K ﹤0.01%
+387
6065
$1K ﹤0.01%
+611
6066
$1K ﹤0.01%
+21
6067
$1K ﹤0.01%
+610
6068
$1K ﹤0.01%
+333
6069
$1K ﹤0.01%
+49,699
6070
$1K ﹤0.01%
+51
6071
$1K ﹤0.01%
+5,337
6072
$1K ﹤0.01%
+45,916
6073
$1K ﹤0.01%
+27,262
6074
$1K ﹤0.01%
+11,099
6075
$1K ﹤0.01%
+1,225