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
1026
$6.75M 0.01%
+266,866
1027
$6.75M 0.01%
+176,610
1028
$6.74M 0.01%
+54,227
1029
$6.74M 0.01%
+183,805
1030
$6.71M 0.01%
+346,435
1031
$6.69M 0.01%
+33,255
1032
$6.69M 0.01%
+2,414,825
1033
$6.69M 0.01%
+78,858
1034
$6.69M 0.01%
+148,649
1035
$6.66M 0.01%
+230,105
1036
$6.65M 0.01%
+791,747
1037
$6.65M 0.01%
+560,969
1038
$6.64M 0.01%
+198,586
1039
$6.64M 0.01%
+76,497
1040
$6.63M 0.01%
+106,491
1041
$6.63M 0.01%
+60,019
1042
$6.63M 0.01%
+277,920
1043
$6.62M 0.01%
+131,858
1044
$6.59M 0.01%
+203,837
1045
$6.59M 0.01%
+391,934
1046
$6.58M 0.01%
+126,228
1047
$6.58M 0.01%
+95,632
1048
$6.57M 0.01%
+162,678
1049
$6.56M 0.01%
+45,338
1050
$6.53M 0.01%
+896,150
40 41
42
43 44