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
2451
$914K ﹤0.01%
+276,143
2452
$912K ﹤0.01%
+66,697
2453
$912K ﹤0.01%
+74,521
2454
$911K ﹤0.01%
+104,632
2455
$909K ﹤0.01%
+51,212
2456
$908K ﹤0.01%
+44,927
2457
$906K ﹤0.01%
+83,505
2458
$903K ﹤0.01%
+53,783
2459
$902K ﹤0.01%
+50,916
2460
$900K ﹤0.01%
+30,666
2461
$899K ﹤0.01%
+26,857
2462
$896K ﹤0.01%
+50,716
2463
$892K ﹤0.01%
+94,800
2464
$891K ﹤0.01%
+39,415
2465
$887K ﹤0.01%
+35,025
2466
$887K ﹤0.01%
+29,377
2467
$885K ﹤0.01%
+59,139
2468
$883K ﹤0.01%
+25,860
2469
$883K ﹤0.01%
+28,855
2470
$881K ﹤0.01%
+21,797
2471
$880K ﹤0.01%
+21,706
2472
$880K ﹤0.01%
+35,511
2473
$877K ﹤0.01%
+45,118
2474
$876K ﹤0.01%
+36,446
2475
$875K ﹤0.01%
+51,807