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
251
$55.2M 0.07%
+544,793
252
$55M 0.07%
+480,786
253
$54.6M 0.06%
+2,370,862
254
$53.5M 0.06%
+4,692,980
255
$53.2M 0.06%
+700,015
256
$53M 0.06%
+503,723
257
$52.5M 0.06%
+914,020
258
$52.4M 0.06%
+940,920
259
$52.4M 0.06%
+1,735,101
260
$51.9M 0.06%
+1,244,419
261
$51.9M 0.06%
+1,364,028
262
$51.1M 0.06%
+1,022,041
263
$50.6M 0.06%
+762,371
264
$50.4M 0.06%
+1,620,387
265
$50.4M 0.06%
+823,608
266
$50.3M 0.06%
+1,216,427
267
$49.9M 0.06%
+1,614,600
268
$49.7M 0.06%
+1,215,838
269
$49.6M 0.06%
+4,407,517
270
$49.5M 0.06%
+590,204
271
$49.3M 0.06%
+974,050
272
$49.2M 0.06%
+1,642,544
273
$48.3M 0.06%
+1,265,639
274
$48.1M 0.06%
+699,905
275
$48.1M 0.06%
+927,159
9 10
11
12 13