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
2126
$1.39M ﹤0.01%
+86,684
2127
$1.39M ﹤0.01%
+69,251
2128
$1.39M ﹤0.01%
+15,677
2129
$1.39M ﹤0.01%
+47,299
2130
$1.38M ﹤0.01%
+30,079
2131
$1.38M ﹤0.01%
+54,623
2132
$1.38M ﹤0.01%
+156,607
2133
$1.38M ﹤0.01%
+18,097
2134
$1.37M ﹤0.01%
+62,535
2135
$1.37M ﹤0.01%
+82,905
2136
$1.37M ﹤0.01%
+213,642
2137
$1.37M ﹤0.01%
+52,632
2138
$1.37M ﹤0.01%
+103,190
2139
$1.37M ﹤0.01%
+22,474
2140
$1.36M ﹤0.01%
+33,328
2141
$1.36M ﹤0.01%
+67,110
2142
$1.36M ﹤0.01%
+26,349
2143
$1.36M ﹤0.01%
+61,074
2144
$1.36M ﹤0.01%
+119,709
2145
$1.36M ﹤0.01%
+172,851
2146
$1.36M ﹤0.01%
+102,525
2147
$1.36M ﹤0.01%
+40,270
2148
$1.36M ﹤0.01%
+25,947
2149
$1.35M ﹤0.01%
+32,365
2150
$1.35M ﹤0.01%
+18,023
84 85
86
87 88