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
1226
$4.93M 0.01%
+456,185
1227
$4.92M 0.01%
+154,229
1228
$4.91M 0.01%
+204,799
1229
$4.9M 0.01%
+101,729
1230
$4.9M 0.01%
+99,416
1231
$4.89M 0.01%
+300,862
1232
$4.89M 0.01%
+107,540
1233
$4.88M 0.01%
+285,063
1234
$4.85M 0.01%
+89,727
1235
$4.84M 0.01%
+102,406
1236
$4.82M 0.01%
+184,595
1237
$4.81M 0.01%
+56,328
1238
$4.8M 0.01%
+98,993
1239
$4.77M 0.01%
+124,625
1240
$4.76M 0.01%
+966,462
1241
$4.76M 0.01%
+161,852
1242
$4.75M 0.01%
+138,437
1243
$4.73M 0.01%
+232,052
1244
$4.73M 0.01%
+112,535
1245
$4.72M 0.01%
+31,135
1246
$4.7M 0.01%
+5,831,085
1247
$4.69M 0.01%
+87,128
1248
$4.67M 0.01%
+155,444
1249
$4.66M 0.01%
+179,254
1250
$4.66M 0.01%
+128,136
48 49
50
51 52