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
526
$19.5M 0.02%
+228,448
527
$19.4M 0.02%
+948,528
528
$19.4M 0.02%
+242,081
529
$19.3M 0.02%
+363,330
530
$19.3M 0.02%
+236,672
531
$19.3M 0.02%
+553,890
532
$19.3M 0.02%
+1,745,856
533
$19.2M 0.02%
+242,399
534
$19.2M 0.02%
+515,913
535
$19.2M 0.02%
+494,198
536
$19.1M 0.02%
+316,745
537
$19.1M 0.02%
+197,597
538
$19M 0.02%
+3,621,773
539
$18.8M 0.02%
+1,397,659
540
$18.8M 0.02%
+5,039,520
541
$18.8M 0.02%
+209,657
542
$18.8M 0.02%
+1,851,567
543
$18.8M 0.02%
+1,721,485
544
$18.7M 0.02%
+169,925
545
$18.5M 0.02%
+226,793
546
$18.4M 0.02%
+3,896,012
547
$18.4M 0.02%
+822,627
548
$18.3M 0.02%
+162,971
549
$18.3M 0.02%
+941,018
550
$18.3M 0.02%
+372,899
20 21
22
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