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
1
$1.59B 1.89%
+9,940,589
2
$1.41B 1.67%
+82,946,039
3
$1.2B 1.42%
+84,621,124
4
$729M 0.86%
+8,495,870
5
$643M 0.76%
+7,111,693
6
$575M 0.68%
+23,721,417
7
$572M 0.68%
+5,895,277
8
$557M 0.66%
+5,013,165
9
$540M 0.64%
+13,467,596
10
$531M 0.63%
+15,372,841
11
$518M 0.61%
+45,327,797
12
$503M 0.6%
+16,190,068
13
$478M 0.57%
+5,220,778
14
$478M 0.57%
+5,912,525
15
$476M 0.56%
+9,022,886
16
$464M 0.55%
+3,920,448
17
$459M 0.54%
+5,956,896
18
$453M 0.54%
+4,570,726
19
$439M 0.52%
+7,665,716
20
$437M 0.52%
+19,940,182
21
$425M 0.5%
+4,969,979
22
$415M 0.49%
+15,523,029
23
$401M 0.48%
+2,197,160
24
$384M 0.46%
+6,283,427
25
$382M 0.45%
+6,538,317
1
2 3 4 5