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
326
$39.1M 0.05%
+1,071,253
327
$38.8M 0.05%
+772,254
328
$38.8M 0.05%
+1,383,727
329
$38.7M 0.05%
+698,348
330
$38.6M 0.05%
+685,366
331
$38.6M 0.05%
+262,886
332
$38.5M 0.05%
+460,405
333
$38.5M 0.05%
+374,683
334
$38.3M 0.05%
+925,639
335
$38.2M 0.05%
+1,295,874
336
$38.1M 0.05%
+740,086
337
$37.6M 0.04%
+623,806
338
$37.5M 0.04%
+1,131,090
339
$37.5M 0.04%
+145,892
340
$37.2M 0.04%
+717,852
341
$37.1M 0.04%
+440,473
342
$37M 0.04%
+940,970
343
$36.8M 0.04%
+658,449
344
$36.7M 0.04%
+766,861
345
$36.6M 0.04%
+605,666
346
$36.5M 0.04%
+489,972
347
$36.3M 0.04%
+1,028,139
348
$36.2M 0.04%
+1,841,701
349
$36.1M 0.04%
+2,273,265
350
$35.9M 0.04%
+2,678,362
12 13
14
15 16