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
2426
$945K ﹤0.01%
+43,663
2427
$943K ﹤0.01%
+19,210
2428
$943K ﹤0.01%
+44,400
2429
$941K ﹤0.01%
+23,845
2430
$940K ﹤0.01%
+22,184
2431
$938K ﹤0.01%
+19,798
2432
$938K ﹤0.01%
+171,800
2433
$935K ﹤0.01%
+126,211
2434
$935K ﹤0.01%
+30,295
2435
$935K ﹤0.01%
+13,595
2436
$935K ﹤0.01%
+36,463
2437
$934K ﹤0.01%
+33,673
2438
$933K ﹤0.01%
+20,900
2439
$932K ﹤0.01%
+33,773
2440
$931K ﹤0.01%
+38,734
2441
$930K ﹤0.01%
+33,864
2442
$930K ﹤0.01%
+10,434
2443
$925K ﹤0.01%
+242,868
2444
$921K ﹤0.01%
+2,195
2445
$919K ﹤0.01%
+23,385
2446
$919K ﹤0.01%
+31,000
2447
$917K ﹤0.01%
+16,497
2448
$917K ﹤0.01%
+136,563
2449
$916K ﹤0.01%
+39,660
2450
$915K ﹤0.01%
+108,404