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
901
$8.32M 0.01%
+291,697
902
$8.32M 0.01%
+567,472
903
$8.31M 0.01%
+985,865
904
$8.27M 0.01%
+393,946
905
$8.27M 0.01%
+406,395
906
$8.24M 0.01%
+631,189
907
$8.23M 0.01%
+1,386,186
908
$8.22M 0.01%
+130,222
909
$8.2M 0.01%
+412,425
910
$8.16M 0.01%
+416,576
911
$8.13M 0.01%
+447,700
912
$8.11M 0.01%
+847,183
913
$8.09M 0.01%
+70,710
914
$8.09M 0.01%
+152,009
915
$8.06M 0.01%
+337,030
916
$8.05M 0.01%
+465,599
917
$8.05M 0.01%
+130,323
918
$8.04M 0.01%
+175,020
919
$8.03M 0.01%
+180,296
920
$8M 0.01%
+152,252
921
$8M 0.01%
+587,860
922
$7.99M 0.01%
+178,235
923
$7.98M 0.01%
+8,448
924
$7.96M 0.01%
+485,060
925
$7.95M 0.01%
+179,830
35 36
37
38 39