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
5701
$4K ﹤0.01%
+226
5702
$4K ﹤0.01%
+200
5703
$4K ﹤0.01%
+286
5704
$4K ﹤0.01%
+126
5705
$4K ﹤0.01%
+346
5706
$4K ﹤0.01%
+300
5707
$4K ﹤0.01%
+830
5708
$4K ﹤0.01%
+2,688
5709
$4K ﹤0.01%
+557
5710
$4K ﹤0.01%
+544
5711
$4K ﹤0.01%
+500
5712
$4K ﹤0.01%
+915
5713
$4K ﹤0.01%
+635
5714
$4K ﹤0.01%
+200
5715
$4K ﹤0.01%
+269
5716
$4K ﹤0.01%
+54
5717
$4K ﹤0.01%
+1,905
5718
$4K ﹤0.01%
+919
5719
$4K ﹤0.01%
+726
5720
$4K ﹤0.01%
+1,534
5721
$4K ﹤0.01%
+3,320
5722
$4K ﹤0.01%
+896
5723
$4K ﹤0.01%
+1,907
5724
$4K ﹤0.01%
+72
5725
$4K ﹤0.01%
+81