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
5501
$7K ﹤0.01%
+1,102
5502
$6K ﹤0.01%
+1,000
5503
$6K ﹤0.01%
+905
5504
$6K ﹤0.01%
+360
5505
$6K ﹤0.01%
+400
5506
$6K ﹤0.01%
+2,055
5507
$6K ﹤0.01%
+500
5508
$6K ﹤0.01%
+1,766
5509
$6K ﹤0.01%
+377
5510
$6K ﹤0.01%
+1
5511
$6K ﹤0.01%
+2,728
5512
$6K ﹤0.01%
+1,230
5513
$6K ﹤0.01%
+981
5514
$6K ﹤0.01%
+161
5515
$6K ﹤0.01%
+529
5516
$6K ﹤0.01%
+439
5517
$6K ﹤0.01%
+602
5518
$6K ﹤0.01%
+1,241
5519
$6K ﹤0.01%
+662
5520
$6K ﹤0.01%
+470
5521
$6K ﹤0.01%
+970
5522
$6K ﹤0.01%
+142
5523
$6K ﹤0.01%
+10
5524
$6K ﹤0.01%
+1,168
5525
$6K ﹤0.01%
+1,237