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
176
$87.3M 0.1%
+6,129,526
177
$86.7M 0.1%
+3,463,990
178
$85.5M 0.1%
+833,686
179
$82.2M 0.1%
+1,821,018
180
$81.1M 0.1%
+1,813,899
181
$79.5M 0.09%
+839,852
182
$78.9M 0.09%
+1,263,785
183
$78.3M 0.09%
+2,293,616
184
$77.7M 0.09%
+994,652
185
$77.4M 0.09%
+1,554,784
186
$77.2M 0.09%
+731,863
187
$76.8M 0.09%
+3,526,999
188
$76.2M 0.09%
+818,063
189
$76.1M 0.09%
+799,703
190
$75.8M 0.09%
+1,782,813
191
$75.6M 0.09%
+1,036,921
192
$75.4M 0.09%
+1,030,337
193
$74.9M 0.09%
+683,816
194
$74.8M 0.09%
+2,084,118
195
$74.8M 0.09%
+967,107
196
$74.7M 0.09%
+4,343,145
197
$74.4M 0.09%
+1,540,515
198
$74.4M 0.09%
+1,380,902
199
$73.8M 0.09%
+2,318,990
200
$73.4M 0.09%
+5,285,500
6 7
8
9 10