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
1826
$2.08M ﹤0.01%
+143,232
1827
$2.07M ﹤0.01%
+33,181
1828
$2.07M ﹤0.01%
+743,380
1829
$2.06M ﹤0.01%
+89,116
1830
$2.06M ﹤0.01%
+129,131
1831
$2.06M ﹤0.01%
+133,915
1832
$2.06M ﹤0.01%
+46,046
1833
$2.06M ﹤0.01%
+59,730
1834
$2.05M ﹤0.01%
+72,852
1835
$2.05M ﹤0.01%
+49,918
1836
$2.05M ﹤0.01%
+49,099
1837
$2.05M ﹤0.01%
+82,023
1838
$2.04M ﹤0.01%
+88,365
1839
$2.04M ﹤0.01%
+293,829
1840
$2.04M ﹤0.01%
+153,126
1841
$2.04M ﹤0.01%
+24,599
1842
$2.04M ﹤0.01%
+1,837
1843
$2.04M ﹤0.01%
+26,175
1844
$2.04M ﹤0.01%
+176,652
1845
$2.03M ﹤0.01%
+25,268
1846
$2.02M ﹤0.01%
+79,618
1847
$2.02M ﹤0.01%
+102,816
1848
$2.02M ﹤0.01%
+201,951
1849
$2.02M ﹤0.01%
+404,919
1850
$2.01M ﹤0.01%
+65,328
72 73
74
75 76