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
151
$107M 0.13%
+3,765,741
152
$107M 0.13%
+2,225,757
153
$106M 0.13%
+1,431,265
154
$106M 0.13%
+1,320,099
155
$105M 0.12%
+2,166,033
156
$104M 0.12%
+1,228,794
157
$104M 0.12%
+1,369,376
158
$103M 0.12%
+695,823
159
$103M 0.12%
+1,681,860
160
$102M 0.12%
+1,295,280
161
$101M 0.12%
+1,803,644
162
$98.3M 0.12%
+9,009
163
$98.1M 0.12%
+1,425,198
164
$97.8M 0.12%
+1,268,442
165
$96.4M 0.11%
+1,169,045
166
$95.6M 0.11%
+2,096,365
167
$94.6M 0.11%
+1,376,772
168
$94.2M 0.11%
+3,090,715
169
$93.8M 0.11%
+1,955,794
170
$92.5M 0.11%
+2,849,330
171
$92.1M 0.11%
+2,052,029
172
$91.4M 0.11%
+1,308,735
173
$91.2M 0.11%
+1,407,220
174
$91.1M 0.11%
+824,978
175
$89.6M 0.11%
+6,294,483
5 6
7
8 9