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
626
$14.9M 0.02%
+305,603
627
$14.9M 0.02%
+256,686
628
$14.8M 0.02%
+371,787
629
$14.8M 0.02%
+538,112
630
$14.8M 0.02%
+423,179
631
$14.8M 0.02%
+420,252
632
$14.7M 0.02%
+710,908
633
$14.6M 0.02%
+175,856
634
$14.6M 0.02%
+659,767
635
$14.5M 0.02%
+314,834
636
$14.5M 0.02%
+937,100
637
$14.5M 0.02%
+427,585
638
$14.4M 0.02%
+1,031,360
639
$14.4M 0.02%
+475,937
640
$14.4M 0.02%
+562,312
641
$14.4M 0.02%
+681,222
642
$14.4M 0.02%
+567,077
643
$14.4M 0.02%
+1,221,450
644
$14.3M 0.02%
+441,224
645
$14.3M 0.02%
+1,431,353
646
$14.3M 0.02%
+547,572
647
$14.3M 0.02%
+715,558
648
$14.2M 0.02%
+473,560
649
$14.2M 0.02%
+829,100
650
$14.2M 0.02%
+215,980
24 25
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