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
1101
$5.99M 0.01%
+244,177
1102
$5.97M 0.01%
+111,776
1103
$5.96M 0.01%
+108,743
1104
$5.94M 0.01%
+228,019
1105
$5.93M 0.01%
+148,682
1106
$5.93M 0.01%
+89,486
1107
$5.93M 0.01%
+1,291,585
1108
$5.93M 0.01%
+169,670
1109
$5.92M 0.01%
+405,380
1110
$5.91M 0.01%
+139,789
1111
$5.91M 0.01%
+243,619
1112
$5.89M 0.01%
+158,642
1113
$5.88M 0.01%
+154,633
1114
$5.86M 0.01%
+321,624
1115
$5.84M 0.01%
+268,531
1116
$5.84M 0.01%
+47,162
1117
$5.83M 0.01%
+269,989
1118
$5.82M 0.01%
+155,096
1119
$5.82M 0.01%
+321,194
1120
$5.81M 0.01%
+125,083
1121
$5.81M 0.01%
+222,609
1122
$5.8M 0.01%
+383,009
1123
$5.8M 0.01%
+74,624
1124
$5.8M 0.01%
+270,443
1125
$5.78M 0.01%
+523,197
43 44
45
46 47