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 8.6%
4 Healthcare 7.99%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6126
$0 ﹤0.01%
+184
6127
$0 ﹤0.01%
+82
6128
$0 ﹤0.01%
+53
6129
– –
0
6130
$0 ﹤0.01%
+35
6131
– –
0
6132
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0
6133
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0
6134
– –
0
6135
$0 ﹤0.01%
+1
6136
– –
0
6137
– –
0
6138
$0 ﹤0.01%
+5
6139
– –
0
6140
– –
0
6141
$0 ﹤0.01%
+30
6142
– –
0
6143
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0
6144
– –
0
6145
$0 ﹤0.01%
+3
6146
– –
0
6147
– –
0
6148
– –
0
6149
– –
0
6150
– –
0
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246
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