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
726
$11.8M 0.01%
+305,666
727
$11.8M 0.01%
+252,125
728
$11.8M 0.01%
+427,989
729
$11.8M 0.01%
+800,835
730
$11.7M 0.01%
+420,154
731
$11.7M 0.01%
+1,235,382
732
$11.7M 0.01%
+343,048
733
$11.7M 0.01%
+466,311
734
$11.7M 0.01%
+597,258
735
$11.7M 0.01%
+294,149
736
$11.6M 0.01%
+321,424
737
$11.6M 0.01%
+599,386
738
$11.6M 0.01%
+181,896
739
$11.6M 0.01%
+800,288
740
$11.5M 0.01%
+198,282
741
$11.5M 0.01%
+270,388
742
$11.5M 0.01%
+1,541,137
743
$11.4M 0.01%
+2,229,339
744
$11.4M 0.01%
+359,704
745
$11.3M 0.01%
+597,959
746
$11.3M 0.01%
+187,974
747
$11.2M 0.01%
+154,685
748
$11.2M 0.01%
+279,958
749
$11.1M 0.01%
+152,777
750
$11.1M 0.01%
+292,978
28 29
30
31 32