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
126
$131M 0.15%
+7,297,239
127
$130M 0.15%
+2,687,153
128
$128M 0.15%
+3,411,420
129
$127M 0.15%
+2,103,147
130
$126M 0.15%
+2,524,266
131
$126M 0.15%
+1,919,870
132
$126M 0.15%
+1,407,259
133
$125M 0.15%
+1,266,152
134
$125M 0.15%
+1,481,333
135
$124M 0.15%
+3,558,407
136
$121M 0.14%
+1,895,226
137
$120M 0.14%
+743,750
138
$119M 0.14%
+1,461,961
139
$118M 0.14%
+3,091,066
140
$116M 0.14%
+4,289,178
141
$114M 0.14%
+2,291,106
142
$112M 0.13%
+320,013,480
143
$111M 0.13%
+2,194,050
144
$109M 0.13%
+1,885,863
145
$109M 0.13%
+1,165,303
146
$109M 0.13%
+4,709,820
147
$109M 0.13%
+970,705
148
$108M 0.13%
+915,392
149
$108M 0.13%
+3,050,720
150
$108M 0.13%
+1,660,524
4 5
6
7 8