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
5326
$9K ﹤0.01%
+348
5327
$9K ﹤0.01%
+1,006
5328
$9K ﹤0.01%
+472
5329
$9K ﹤0.01%
+627
5330
$9K ﹤0.01%
+723
5331
$9K ﹤0.01%
+5,862
5332
$9K ﹤0.01%
+664
5333
$9K ﹤0.01%
+2,131
5334
$9K ﹤0.01%
+599
5335
$9K ﹤0.01%
+1,086
5336
$9K ﹤0.01%
+1,905
5337
$9K ﹤0.01%
+609
5338
$9K ﹤0.01%
+410
5339
$9K ﹤0.01%
+219
5340
$9K ﹤0.01%
+143
5341
$9K ﹤0.01%
+276
5342
$9K ﹤0.01%
+354
5343
$9K ﹤0.01%
+2,458
5344
$9K ﹤0.01%
+693
5345
$9K ﹤0.01%
+74,220
5346
$9K ﹤0.01%
+580
5347
$9K ﹤0.01%
+960
5348
$9K ﹤0.01%
+578
5349
$9K ﹤0.01%
+2,812
5350
$9K ﹤0.01%
+319