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
1401
$3.78M ﹤0.01%
+695,627
1402
$3.77M ﹤0.01%
+173,767
1403
$3.77M ﹤0.01%
+86,735
1404
$3.77M ﹤0.01%
+296,036
1405
$3.77M ﹤0.01%
+352,084
1406
$3.76M ﹤0.01%
+93,660
1407
$3.75M ﹤0.01%
+82,183
1408
$3.75M ﹤0.01%
+381,813
1409
$3.74M ﹤0.01%
+278,436
1410
$3.71M ﹤0.01%
+65,652
1411
$3.7M ﹤0.01%
+250,887
1412
$3.7M ﹤0.01%
+124,036
1413
$3.69M ﹤0.01%
+70,501
1414
$3.68M ﹤0.01%
+72,797
1415
$3.67M ﹤0.01%
+146,642
1416
$3.64M ﹤0.01%
+148,361
1417
$3.64M ﹤0.01%
+156,053
1418
$3.63M ﹤0.01%
+103,915
1419
$3.63M ﹤0.01%
+117,858
1420
$3.62M ﹤0.01%
+130,845
1421
$3.62M ﹤0.01%
+201,157
1422
$3.6M ﹤0.01%
+205,397
1423
$3.6M ﹤0.01%
+24,888
1424
$3.59M ﹤0.01%
+66,665
1425
$3.58M ﹤0.01%
+105,744
55 56
57
58 59