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
5726
$4K ﹤0.01%
+3,320
5727
$4K ﹤0.01%
+896
5728
$4K ﹤0.01%
+1,907
5729
$4K ﹤0.01%
+72
5730
$4K ﹤0.01%
+81
5731
$4K ﹤0.01%
+228
5732
$4K ﹤0.01%
+1,121
5733
$4K ﹤0.01%
+3,231
5734
$4K ﹤0.01%
+250
5735
$4K ﹤0.01%
+2,000
5736
$4K ﹤0.01%
+164
5737
$4K ﹤0.01%
+90
5738
$4K ﹤0.01%
+175
5739
$4K ﹤0.01%
+2,576
5740
$4K ﹤0.01%
+6,883
5741
$4K ﹤0.01%
+1,824
5742
$4K ﹤0.01%
+1,003
5743
$4K ﹤0.01%
+129
5744
$4K ﹤0.01%
+580
5745
$4K ﹤0.01%
+3,909
5746
$4K ﹤0.01%
+13,783
5747
$4K ﹤0.01%
+1,065
5748
$4K ﹤0.01%
+83
5749
$4K ﹤0.01%
+4,043
5750
$4K ﹤0.01%
+1,250
228 229
230
231 232