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
2901
$458K ﹤0.01%
+22,400
2902
$458K ﹤0.01%
+17,576
2903
$457K ﹤0.01%
+81,321
2904
$457K ﹤0.01%
+19,832
2905
$456K ﹤0.01%
+39,436
2906
$455K ﹤0.01%
+39,145
2907
$451K ﹤0.01%
+3,377
2908
$451K ﹤0.01%
+30,900
2909
$451K ﹤0.01%
+21,890
2910
$450K ﹤0.01%
+55,229
2911
$450K ﹤0.01%
+50,932
2912
$448K ﹤0.01%
+8,792
2913
$448K ﹤0.01%
+34,482
2914
$447K ﹤0.01%
+11,498
2915
$445K ﹤0.01%
+4,282
2916
$445K ﹤0.01%
+24,892
2917
$445K ﹤0.01%
+32,479
2918
$444K ﹤0.01%
+9,282
2919
$444K ﹤0.01%
+20,046
2920
$444K ﹤0.01%
+224,702
2921
$443K ﹤0.01%
+11,596
2922
$442K ﹤0.01%
+71,970
2923
$441K ﹤0.01%
+43,075
2924
$441K ﹤0.01%
+10,343
2925
$441K ﹤0.01%
+31,969