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
251
$58.9M 0.06%
564,616
+148,016
252
$57.9M 0.06%
2,505,752
+98,390
253
$57.9M 0.06%
680,050
+89,846
254
$57.7M 0.06%
400,935
+88,342
255
$57.2M 0.06%
2,285,344
+22,374
256
$57.1M 0.06%
1,587,555
+750,611
257
$57.1M 0.06%
1,829,033
+208,646
258
$56.9M 0.06%
1,535,681
-3,402,195
259
$56.6M 0.06%
928,621
-112,102
260
$56.5M 0.06%
540,777
-85,801
261
$56.2M 0.06%
4,086,358
+564,446
262
$56M 0.06%
1,519,043
+102,193
263
$55.9M 0.06%
843,504
+81,133
264
$55.9M 0.06%
2,796,748
+642,253
265
$55.8M 0.06%
2,162,824
-871,118
266
$55.2M 0.06%
651,832
+374,854
267
$55.1M 0.06%
917,035
+27,449
268
$55.1M 0.06%
6,092,311
-965,831
269
$54.9M 0.06%
673,972
-787,989
270
$54.7M 0.06%
1,534,149
-24,609
271
$54.7M 0.06%
898,097
-42,823
272
$54.7M 0.06%
597,217
-159,248
273
$54.6M 0.06%
1,207,442
+155,292
274
$54.2M 0.06%
859,076
+361,933
275
$53.9M 0.06%
1,999,915
+1,428,202
9 10
11
12 13