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
376
$32M 0.04%
+1,025,427
377
$31.3M 0.04%
+1,347,953
378
$31.2M 0.04%
+348,971
379
$31.1M 0.04%
+340,767
380
$31M 0.04%
+525,608
381
$30.9M 0.04%
+467,145
382
$30.8M 0.04%
+939,312
383
$30.8M 0.04%
+1,720,380
384
$30.7M 0.04%
+1,405,602
385
$30.7M 0.04%
+23,171
386
$30.6M 0.04%
+683,216
387
$30.6M 0.04%
+302,072
388
$30.5M 0.04%
+629,262
389
$29.8M 0.04%
+647,563
390
$29.8M 0.04%
+351,832
391
$29.7M 0.04%
+779,927
392
$29.6M 0.04%
+1,053,147
393
$29.6M 0.04%
+610,158
394
$29.4M 0.03%
+504,375
395
$29.2M 0.03%
+1,160,894
396
$29.2M 0.03%
+2,876,226
397
$29.1M 0.03%
+1,372,187
398
$29.1M 0.03%
+1,319,806
399
$29M 0.03%
+1,490,967
400
$29M 0.03%
+398,609
14 15
16
17 18