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
601
$16M 0.02%
+790,988
602
$15.9M 0.02%
+908,061
603
$15.9M 0.02%
+457,992
604
$15.9M 0.02%
+910,002
605
$15.8M 0.02%
+729,744
606
$15.8M 0.02%
+839,082
607
$15.8M 0.02%
+62,510
608
$15.7M 0.02%
+367,226
609
$15.7M 0.02%
+783,880
610
$15.6M 0.02%
+620,890
611
$15.6M 0.02%
+148,420
612
$15.6M 0.02%
+155,153
613
$15.6M 0.02%
+174,542
614
$15.6M 0.02%
+863,988
615
$15.5M 0.02%
+607,181
616
$15.5M 0.02%
+83,983
617
$15.4M 0.02%
+422,437
618
$15.4M 0.02%
+282,828
619
$15.3M 0.02%
+67,829
620
$15.2M 0.02%
+418,218
621
$15.1M 0.02%
+351,515
622
$15.1M 0.02%
+271,002
623
$15.1M 0.02%
+114,836
624
$15M 0.02%
+233,299
625
$15M 0.02%
+484,846
23 24
25
26 27