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
$73.1B
AUM Growth
+$7.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,889
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$191M
3
+$149M
4
COLE
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
+$143M
5
SWK icon
Stanley Black & Decker
SWK
+$140M

Top Sells

1
+$301M
2
+$287M
3
+$145M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$126M
5
NVDA icon
NVIDIA
NVDA
+$112M

Sector Composition

1 Energy 12.17%
2 Financials 10.17%
3 Healthcare 8.59%
4 Technology 7.95%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$70.3M 0.07%
661,077
-163,901
227
$69.7M 0.07%
2,004,356
-68,020
228
$69.1M 0.07%
644,855
+103,469
229
$68.7M 0.07%
545,595
+48,265
230
$68.6M 0.07%
13,505,880
+9,609,868
231
$67.1M 0.07%
888,261
+77,447
232
$67.1M 0.07%
661,388
+116,595
233
$66.3M 0.07%
296,074
-3,623
234
$65.3M 0.07%
994,675
-35,773
235
$64.9M 0.07%
1,576,740
+101,813
236
$64.8M 0.07%
1,346,144
+101,725
237
$64.7M 0.07%
2,865,424
+494,562
238
$64.4M 0.07%
2,069,754
+455,154
239
$64.2M 0.07%
5,012,695
+319,715
240
$63.1M 0.06%
692,683
+137,505
241
$62.6M 0.06%
1,659,463
+617,681
242
$62.6M 0.06%
2,049,897
+176,828
243
$60.9M 0.06%
1,476,680
+7,343
244
$60.7M 0.06%
1,274,680
+58,842
245
$60.6M 0.06%
1,890,697
+534,874
246
$59.8M 0.06%
548,474
-135,342
247
$59.7M 0.06%
5,192,630
-80,270
248
$59.4M 0.06%
803,711
+103,696
249
$59.2M 0.06%
807,802
+107,897
250
$58.9M 0.06%
485,764
+134,403
8 9
10
11 12