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
5251
$10K ﹤0.01%
+1,650
5252
$10K ﹤0.01%
+1,576
5253
$10K ﹤0.01%
+500
5254
$10K ﹤0.01%
+4
5255
$10K ﹤0.01%
+1,063
5256
$10K ﹤0.01%
+598
5257
$10K ﹤0.01%
+283
5258
$10K ﹤0.01%
+622
5259
$10K ﹤0.01%
+500
5260
0
5261
$10K ﹤0.01%
+468
5262
$10K ﹤0.01%
+30
5263
$10K ﹤0.01%
+350
5264
$10K ﹤0.01%
+914
5265
$10K ﹤0.01%
+2,754
5266
$10K ﹤0.01%
+2,949
5267
$10K ﹤0.01%
+257
5268
$10K ﹤0.01%
+375
5269
$10K ﹤0.01%
+545
5270
$10K ﹤0.01%
+155
5271
$10K ﹤0.01%
+6,485
5272
$10K ﹤0.01%
+1,032
5273
$10K ﹤0.01%
+1
5274
$10K ﹤0.01%
+1,381
5275
$10K ﹤0.01%
+1,040