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
676
$13.5M 0.02%
+618,474
677
$13.4M 0.02%
+238,797
678
$13.4M 0.02%
+357,547
679
$13.3M 0.02%
+74,869
680
$13.3M 0.02%
+129,208
681
$13.3M 0.02%
+925,420
682
$13.3M 0.02%
+534,864
683
$13.3M 0.02%
+4,413,360
684
$13.3M 0.02%
+423,032
685
$13.2M 0.02%
+474,753
686
$13.2M 0.02%
+535,786
687
$13.2M 0.02%
+234,340
688
$13.2M 0.02%
+33,071
689
$13.2M 0.02%
+440,673
690
$13.1M 0.02%
+583,144
691
$13.1M 0.02%
+297,762
692
$13.1M 0.02%
+233,879
693
$13M 0.02%
+59,960
694
$13M 0.02%
+353,391
695
$12.9M 0.02%
+447,348
696
$12.8M 0.02%
+365,231
697
$12.8M 0.02%
+348,786
698
$12.8M 0.02%
+515,295
699
$12.8M 0.02%
+496,296
700
$12.8M 0.02%
+312,630
26 27
28
29 30