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
2401
$978K ﹤0.01%
+46,164
2402
$978K ﹤0.01%
+21,721
2403
$977K ﹤0.01%
+74,013
2404
$977K ﹤0.01%
+23,950
2405
$976K ﹤0.01%
+40,794
2406
$974K ﹤0.01%
+1,272
2407
$973K ﹤0.01%
+124,627
2408
$970K ﹤0.01%
+20,401
2409
$970K ﹤0.01%
+35,361
2410
$968K ﹤0.01%
+30,441
2411
$968K ﹤0.01%
+201,244
2412
$967K ﹤0.01%
+13,288
2413
$965K ﹤0.01%
+74,745
2414
$964K ﹤0.01%
+30,359
2415
$963K ﹤0.01%
+147,486
2416
$962K ﹤0.01%
+1,043
2417
$962K ﹤0.01%
+13,300
2418
$961K ﹤0.01%
+125,128
2419
$961K ﹤0.01%
+235
2420
$958K ﹤0.01%
+15,139
2421
$953K ﹤0.01%
+57,618
2422
$950K ﹤0.01%
+82,980
2423
$950K ﹤0.01%
+55,460
2424
$946K ﹤0.01%
+31,768
2425
$946K ﹤0.01%
+20,140