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
1426
$3.58M ﹤0.01%
+162,015
1427
$3.57M ﹤0.01%
+66,746
1428
$3.57M ﹤0.01%
+90,784
1429
$3.57M ﹤0.01%
+78,488
1430
$3.56M ﹤0.01%
+169,150
1431
$3.55M ﹤0.01%
+44,148
1432
$3.55M ﹤0.01%
+144,873
1433
$3.55M ﹤0.01%
+67,452
1434
$3.54M ﹤0.01%
+1,885,901
1435
$3.54M ﹤0.01%
+57,888
1436
$3.53M ﹤0.01%
+205,090
1437
$3.53M ﹤0.01%
+69,539
1438
$3.53M ﹤0.01%
+195,954
1439
$3.52M ﹤0.01%
+116,606
1440
$3.52M ﹤0.01%
+187,485
1441
$3.52M ﹤0.01%
+158,790
1442
$3.52M ﹤0.01%
+140,577
1443
$3.51M ﹤0.01%
+668,707
1444
$3.51M ﹤0.01%
+264,771
1445
$3.5M ﹤0.01%
+348,344
1446
$3.5M ﹤0.01%
+40,813
1447
$3.49M ﹤0.01%
+138,459
1448
$3.49M ﹤0.01%
+86,976
1449
$3.48M ﹤0.01%
+34,492
1450
$3.46M ﹤0.01%
+168,328
56 57
58
59 60