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
1726
$2.39M ﹤0.01%
+25,936
1727
$2.38M ﹤0.01%
+125,613
1728
$2.38M ﹤0.01%
+190,167
1729
$2.38M ﹤0.01%
+52,964
1730
$2.38M ﹤0.01%
+267,086
1731
$2.37M ﹤0.01%
+51,841
1732
$2.36M ﹤0.01%
+61,494
1733
$2.36M ﹤0.01%
+125,855
1734
$2.36M ﹤0.01%
+63,842
1735
$2.36M ﹤0.01%
+47,454
1736
$2.36M ﹤0.01%
+97,804
1737
$2.36M ﹤0.01%
+22,564
1738
$2.34M ﹤0.01%
+34,965
1739
$2.34M ﹤0.01%
+68,715
1740
$2.34M ﹤0.01%
+172,994
1741
$2.33M ﹤0.01%
+152,414
1742
$2.33M ﹤0.01%
+151,161
1743
$2.33M ﹤0.01%
+175,329
1744
$2.33M ﹤0.01%
+35,971
1745
$2.33M ﹤0.01%
+69,995
1746
$2.32M ﹤0.01%
+42,074
1747
$2.32M ﹤0.01%
+133,312
1748
$2.32M ﹤0.01%
+28,191
1749
$2.32M ﹤0.01%
+43,601
1750
$2.3M ﹤0.01%
+46,641
68 69
70
71 72