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
6201
$0 ﹤0.01%
+43
6202
0
6203
$0 ﹤0.01%
+30
6204
0
6205
0
6206
$0 ﹤0.01%
+200
6207
$0 ﹤0.01%
+5
6208
0
6209
0
6210
$0 ﹤0.01%
+200
6211
$0 ﹤0.01%
+26
6212
$0 ﹤0.01%
+60
6213
0
6214
0
6215
$0 ﹤0.01%
+3,020
6216
0
6217
$0 ﹤0.01%
+339
6218
$0 ﹤0.01%
+16
6219
0
6220
$0 ﹤0.01%
+11
6221
$0 ﹤0.01%
+46
6222
$0 ﹤0.01%
+16
6223
0
6224
0
6225
$0 ﹤0.01%
+13