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
301
$42.8M 0.05%
+656,023
302
$42.7M 0.05%
+868,780
303
$42.5M 0.05%
+1,355,823
304
$42.5M 0.05%
+1,070,603
305
$42.4M 0.05%
+351,361
306
$42.2M 0.05%
+943,328
307
$42.1M 0.05%
+687,821
308
$41.7M 0.05%
+482,837
309
$41.2M 0.05%
+416,600
310
$41.1M 0.05%
+1,511,106
311
$40.9M 0.05%
+1,366,946
312
$40.7M 0.05%
+553,978
313
$40.6M 0.05%
+273,602
314
$40.5M 0.05%
+749,041
315
$40.5M 0.05%
+2,033,509
316
$40.4M 0.05%
+9,738,834
317
$40.4M 0.05%
+1,565,651
318
$40.4M 0.05%
+602,006
319
$40.3M 0.05%
+647,262
320
$40.2M 0.05%
+657,856
321
$40.1M 0.05%
+557,675
322
$39.7M 0.05%
+2,158,932
323
$39.6M 0.05%
+1,171,868
324
$39.5M 0.05%
+312,593
325
$39.3M 0.05%
+804,803
11 12
13
14 15