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
226
$63.6M 0.08%
+2,829,504
227
$63.2M 0.07%
+1,384,171
228
$62.7M 0.07%
+1,419,545
229
$62.1M 0.07%
+1,226,950
230
$61.7M 0.07%
+5,272,900
231
$61M 0.07%
+1,837,457
232
$60.6M 0.07%
+810,814
233
$60.3M 0.07%
+1,040,723
234
$59.3M 0.07%
+1,469,337
235
$59.1M 0.07%
+1,293,928
236
$58.6M 0.07%
+1,558,758
237
$58.3M 0.07%
+385,500
238
$58.3M 0.07%
+938,307
239
$58.2M 0.07%
+1,448,038
240
$57.9M 0.07%
+1,399,360
241
$57.8M 0.07%
+541,386
242
$57.7M 0.07%
+889,586
243
$57.3M 0.07%
+1,502,717
244
$56.5M 0.07%
+1,873,069
245
$55.8M 0.07%
+1,277,397
246
$55.7M 0.07%
+841,209
247
$55.7M 0.07%
+7,078,905
248
$55.6M 0.07%
+539,915
249
$55.5M 0.07%
+497,330
250
$55.4M 0.07%
+2,262,970
8 9
10
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