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
401
$28.8M 0.03%
+346,733
402
$28.7M 0.03%
+1,057,496
403
$28.3M 0.03%
+121,731
404
$28.3M 0.03%
+726,768
405
$28M 0.03%
+258,544
406
$28M 0.03%
+382,108
407
$27.9M 0.03%
+1,957,579
408
$27.9M 0.03%
+619,526
409
$27.9M 0.03%
+836,944
410
$27.9M 0.03%
+898,322
411
$27.8M 0.03%
+662,977
412
$27.8M 0.03%
+775,471
413
$27.8M 0.03%
+418,924
414
$27.7M 0.03%
+379,941
415
$27.6M 0.03%
+1,223,745
416
$27.6M 0.03%
+497,143
417
$27.4M 0.03%
+563,910
418
$27.4M 0.03%
+3,039,596
419
$27.3M 0.03%
+323,906
420
$27.1M 0.03%
+2,058,995
421
$27.1M 0.03%
+595,993
422
$27.1M 0.03%
+1,696,099
423
$27M 0.03%
+463,712
424
$27M 0.03%
+1,370,302
425
$26.6M 0.03%
+400,461
15 16
17
18 19