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
6076
$1K ﹤0.01%
+521
6077
$1K ﹤0.01%
+25
6078
$1K ﹤0.01%
+105
6079
$1K ﹤0.01%
+100
6080
$1K ﹤0.01%
+929
6081
$1K ﹤0.01%
+48
6082
$1K ﹤0.01%
+548
6083
$1K ﹤0.01%
+314
6084
$1K ﹤0.01%
+53
6085
$1K ﹤0.01%
+557
6086
$1K ﹤0.01%
+1,151
6087
$1K ﹤0.01%
+25
6088
$1K ﹤0.01%
+507
6089
$1K ﹤0.01%
+1,753
6090
$1K ﹤0.01%
+205
6091
$1K ﹤0.01%
+82
6092
$0 ﹤0.01%
+50
6093
$0 ﹤0.01%
+99
6094
$0 ﹤0.01%
+1,500
6095
$0 ﹤0.01%
+3,028
6096
$0 ﹤0.01%
+750
6097
$0 ﹤0.01%
+1,015
6098
$0 ﹤0.01%
+100
6099
$0 ﹤0.01%
+2,703
6100
$0 ﹤0.01%
+175