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
6101
$0 ﹤0.01%
+100
6102
$0 ﹤0.01%
+2,703
6103
$0 ﹤0.01%
+8
6104
$0 ﹤0.01%
+19
6105
$0 ﹤0.01%
+9
6106
0
6107
$0 ﹤0.01%
+5
6108
$0 ﹤0.01%
+2
6109
$0 ﹤0.01%
+2
6110
$0 ﹤0.01%
+335
6111
0
6112
$0 ﹤0.01%
+715
6113
0
6114
$0 ﹤0.01%
+1
6115
$0 ﹤0.01%
+74
6116
$0 ﹤0.01%
+13,650
6117
0
6118
$0 ﹤0.01%
+2
6119
0
6120
0
6121
$0 ﹤0.01%
+109
6122
$0 ﹤0.01%
+72
6123
0
6124
$0 ﹤0.01%
+175
6125
0