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
2026
$1.6M ﹤0.01%
+33,116
2027
$1.6M ﹤0.01%
+231,411
2028
$1.59M ﹤0.01%
+4,890
2029
$1.59M ﹤0.01%
+33,602
2030
$1.59M ﹤0.01%
+6,052
2031
$1.58M ﹤0.01%
+52,222
2032
$1.58M ﹤0.01%
+89,050
2033
$1.58M ﹤0.01%
+61,271
2034
$1.58M ﹤0.01%
+125,168
2035
$1.57M ﹤0.01%
+55,932
2036
$1.57M ﹤0.01%
+131,610
2037
$1.57M ﹤0.01%
+20,440
2038
$1.57M ﹤0.01%
+145,652
2039
$1.57M ﹤0.01%
+18,730
2040
$1.57M ﹤0.01%
+1,152,272
2041
$1.57M ﹤0.01%
+3,687
2042
$1.57M ﹤0.01%
+84,320
2043
$1.57M ﹤0.01%
+16,488
2044
$1.57M ﹤0.01%
+96,750
2045
$1.56M ﹤0.01%
+65,620
2046
$1.56M ﹤0.01%
+115,779
2047
$1.56M ﹤0.01%
+132,480
2048
$1.56M ﹤0.01%
+245,409
2049
$1.55M ﹤0.01%
+75,799
2050
$1.55M ﹤0.01%
+57,977
80 81
82
83 84