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
2076
$1.49M ﹤0.01%
+79,058
2077
$1.49M ﹤0.01%
+90,632
2078
$1.49M ﹤0.01%
+79,855
2079
$1.49M ﹤0.01%
+25,253
2080
$1.49M ﹤0.01%
+50,506
2081
$1.49M ﹤0.01%
+31,757
2082
$1.49M ﹤0.01%
+41,756
2083
$1.49M ﹤0.01%
+21,859
2084
$1.49M ﹤0.01%
+47,411
2085
$1.48M ﹤0.01%
+53,861
2086
$1.48M ﹤0.01%
+25,589
2087
$1.48M ﹤0.01%
+153,916
2088
$1.48M ﹤0.01%
+24,143
2089
$1.47M ﹤0.01%
+17,428
2090
$1.47M ﹤0.01%
+40,182
2091
$1.47M ﹤0.01%
+65,130
2092
$1.47M ﹤0.01%
+91,567
2093
$1.47M ﹤0.01%
+49,943
2094
$1.47M ﹤0.01%
+38,089
2095
$1.46M ﹤0.01%
+78,250
2096
$1.46M ﹤0.01%
+93,785
2097
$1.46M ﹤0.01%
+36,956
2098
$1.46M ﹤0.01%
+92,179
2099
$1.46M ﹤0.01%
+60,877
2100
$1.46M ﹤0.01%
+51,075
82 83
84
85 86