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
5151
$12K ﹤0.01%
+1,350
5152
$12K ﹤0.01%
+18,500
5153
$12K ﹤0.01%
+1,511
5154
$12K ﹤0.01%
+831
5155
$12K ﹤0.01%
+1,451
5156
$12K ﹤0.01%
+1
5157
$12K ﹤0.01%
+787
5158
$12K ﹤0.01%
+500
5159
$12K ﹤0.01%
+2,579
5160
$12K ﹤0.01%
+1,033
5161
$12K ﹤0.01%
+778
5162
$12K ﹤0.01%
+481
5163
$12K ﹤0.01%
+813
5164
$12K ﹤0.01%
+32,141
5165
$12K ﹤0.01%
+1,752
5166
$12K ﹤0.01%
+969
5167
$12K ﹤0.01%
+500
5168
$12K ﹤0.01%
+786
5169
$12K ﹤0.01%
+5,270
5170
$12K ﹤0.01%
+1,870
5171
$12K ﹤0.01%
+6,074
5172
$12K ﹤0.01%
+220
5173
$12K ﹤0.01%
+129
5174
$12K ﹤0.01%
+525
5175
$12K ﹤0.01%
+1,706