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
2526
$906K ﹤0.01%
10,239
-195
2527
$898K ﹤0.01%
100,275
+8,364
2528
$896K ﹤0.01%
52,500
-50,316
2529
$893K ﹤0.01%
13,148
+1,493
2530
$893K ﹤0.01%
22,494
-773
2531
$892K ﹤0.01%
122,484
-95,673
2532
$891K ﹤0.01%
44,407
-19,429
2533
$890K ﹤0.01%
17,156
-5,274
2534
$888K ﹤0.01%
20,220
+19,703
2535
$886K ﹤0.01%
8,595
+5,155
2536
$886K ﹤0.01%
78,598
-4,382
2537
$885K ﹤0.01%
60,359
+1,877
2538
$883K ﹤0.01%
47,174
-31,076
2539
$883K ﹤0.01%
387,319
+114,567
2540
$877K ﹤0.01%
17,044
+424
2541
$876K ﹤0.01%
26,768
+615
2542
$874K ﹤0.01%
37,389
+2,385
2543
$873K ﹤0.01%
9,930
+4,832
2544
$873K ﹤0.01%
15,851
+2,273
2545
$873K ﹤0.01%
45,250
+40,933
2546
$873K ﹤0.01%
57,079
+11,259
2547
$871K ﹤0.01%
11,129
+114
2548
$871K ﹤0.01%
52,187
+975
2549
$869K ﹤0.01%
21,246
-8,040
2550
$866K ﹤0.01%
10,836
-728
100 101
102
103 104