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
5776
$3K ﹤0.01%
+209
5777
$3K ﹤0.01%
+1,000
5778
$3K ﹤0.01%
+2
5779
$3K ﹤0.01%
+204
5780
$3K ﹤0.01%
+718
5781
$3K ﹤0.01%
+4,241
5782
$3K ﹤0.01%
+10
5783
0
5784
$3K ﹤0.01%
+300
5785
$3K ﹤0.01%
+431
5786
$3K ﹤0.01%
+1,000
5787
$3K ﹤0.01%
+188
5788
$3K ﹤0.01%
+2,804
5789
$3K ﹤0.01%
+1,151
5790
$3K ﹤0.01%
+704
5791
$3K ﹤0.01%
+923
5792
$3K ﹤0.01%
+1,420
5793
$3K ﹤0.01%
+390
5794
$3K ﹤0.01%
+4
5795
$3K ﹤0.01%
+196
5796
$3K ﹤0.01%
+1,809
5797
$3K ﹤0.01%
+793
5798
0
5799
$3K ﹤0.01%
+45
5800
$3K ﹤0.01%
+417