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
551
$18.2M 0.02%
+276,978
552
$18.2M 0.02%
+309,507
553
$18.1M 0.02%
+607,126
554
$18.1M 0.02%
+496,309
555
$18.1M 0.02%
+990,332
556
$18M 0.02%
+959,925
557
$18M 0.02%
+275,362
558
$17.9M 0.02%
+193,941
559
$17.8M 0.02%
+712,177
560
$17.8M 0.02%
+1,332,802
561
$17.7M 0.02%
+403,162
562
$17.7M 0.02%
+339,494
563
$17.6M 0.02%
+293,909
564
$17.6M 0.02%
+1,730,156
565
$17.6M 0.02%
+314,817
566
$17.4M 0.02%
+917,168
567
$17.4M 0.02%
+413,473
568
$17.3M 0.02%
+380,598
569
$17.3M 0.02%
+522,171
570
$17.3M 0.02%
+529,788
571
$17.2M 0.02%
+265,152
572
$17.2M 0.02%
+656,860
573
$17.1M 0.02%
+3,352,265
574
$17.1M 0.02%
+1,065,434
575
$17M 0.02%
+354,860
21 22
23
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