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
851
$9.12M 0.01%
+131,934
852
$9.12M 0.01%
+459,096
853
$9.1M 0.01%
+228,108
854
$9.06M 0.01%
+524,706
855
$9.05M 0.01%
+80,474
856
$9.04M 0.01%
+384,830
857
$9.03M 0.01%
+540,250
858
$9.01M 0.01%
+128,659
859
$9M 0.01%
+479,080
860
$9M 0.01%
+14,554
861
$8.99M 0.01%
+183,069
862
$8.98M 0.01%
+113,049
863
$8.98M 0.01%
+617,198
864
$8.97M 0.01%
+2,022,820
865
$8.96M 0.01%
+257,612
866
$8.94M 0.01%
+206,313
867
$8.92M 0.01%
+367,074
868
$8.9M 0.01%
+621,367
869
$8.89M 0.01%
+120,183
870
$8.88M 0.01%
+505,616
871
$8.87M 0.01%
+408,007
872
$8.82M 0.01%
+177,608
873
$8.81M 0.01%
+92,724
874
$8.81M 0.01%
+115,946
875
$8.75M 0.01%
+261,254
33 34
35
36 37