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
2376
$1.01M ﹤0.01%
+76,696
2377
$1M ﹤0.01%
+13,869
2378
$1M ﹤0.01%
+458,938
2379
$1M ﹤0.01%
+73,915
2380
$1M ﹤0.01%
+11,961
2381
$1M ﹤0.01%
+78,204
2382
$999K ﹤0.01%
+36,817
2383
$998K ﹤0.01%
+54,346
2384
$996K ﹤0.01%
+4,656
2385
$994K ﹤0.01%
+42,579
2386
$992K ﹤0.01%
+29,561
2387
$992K ﹤0.01%
+44,380
2388
$992K ﹤0.01%
+129,295
2389
$991K ﹤0.01%
+21,900
2390
$990K ﹤0.01%
+40,253
2391
$987K ﹤0.01%
+22,751
2392
$986K ﹤0.01%
+72,432
2393
$984K ﹤0.01%
+35,431
2394
$984K ﹤0.01%
+44,389
2395
$984K ﹤0.01%
+96,714
2396
$982K ﹤0.01%
+69,673
2397
$981K ﹤0.01%
+31,604
2398
$981K ﹤0.01%
+60,064
2399
$980K ﹤0.01%
+49,895
2400
$979K ﹤0.01%
+46,307