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
$93.9B
AUM Growth
+$9.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,991
New
Increased
Reduced
Closed

Top Buys

1
+$1.64B
2
+$709M
3
+$450M
4
OUBS
USB AG (NEW)
OUBS
+$354M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$270M

Top Sells

1
+$416M
2
+$256M
3
+$233M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$231M
5
SNY icon
Sanofi
SNY
+$163M

Sector Composition

1 Energy 10.73%
2 Financials 10.67%
3 Technology 7.86%
4 Healthcare 7.84%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$1.19M ﹤0.01%
58,482
+14,878
2502
$1.19M ﹤0.01%
28,115
+20,287
2503
$1.19M ﹤0.01%
48,827
-12,798
2504
$1.19M ﹤0.01%
20,211
+3,211
2505
$1.19M ﹤0.01%
102,360
-53,719
2506
$1.18M ﹤0.01%
27,815
-6,062
2507
$1.18M ﹤0.01%
85,708
+65,440
2508
$1.18M ﹤0.01%
37,748
-5,007
2509
$1.18M ﹤0.01%
4,444
+1,492
2510
$1.17M ﹤0.01%
36,888
-21,162
2511
$1.17M ﹤0.01%
21,956
-941
2512
$1.17M ﹤0.01%
107,767
+56,524
2513
$1.17M ﹤0.01%
46,976
-2,114
2514
$1.17M ﹤0.01%
84,871
+24,853
2515
$1.17M ﹤0.01%
33,484
-16,721
2516
$1.16M ﹤0.01%
86,652
+58,472
2517
$1.16M ﹤0.01%
89,895
+47,896
2518
$1.16M ﹤0.01%
67,259
-358
2519
$1.16M ﹤0.01%
38,816
-3,883
2520
$1.16M ﹤0.01%
56,487
-8,191
2521
$1.16M ﹤0.01%
108,488
+107,648
2522
$1.16M ﹤0.01%
53,696
+28,667
2523
$1.16M ﹤0.01%
4,357
+1,220
2524
$1.16M ﹤0.01%
10,229
-960
2525
$1.15M ﹤0.01%
34,116
-83,742
99 100
101
102 103