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
2876
$539K ﹤0.01%
33,909
-6,132
2877
$539K ﹤0.01%
119,867
-28,837
2878
$538K ﹤0.01%
26,202
+714
2879
$538K ﹤0.01%
27,487
+5,087
2880
$538K ﹤0.01%
28,414
-10,675
2881
$537K ﹤0.01%
41,468
-750,279
2882
$536K ﹤0.01%
25,626
-7,492
2883
$534K ﹤0.01%
18,964
-5,468
2884
$534K ﹤0.01%
19,062
-5,626
2885
$532K ﹤0.01%
18,501
-11,412
2886
$532K ﹤0.01%
191,442
+87,019
2887
$529K ﹤0.01%
23,495
+15,488
2888
$529K ﹤0.01%
76,062
+37,779
2889
$529K ﹤0.01%
12,128
+2,853
2890
$528K ﹤0.01%
42,344
+19,877
2891
$527K ﹤0.01%
24,861
+6,035
2892
$524K ﹤0.01%
4,986
-75
2893
$524K ﹤0.01%
44,043
+4,898
2894
$524K ﹤0.01%
16,361
-3,804
2895
$524K ﹤0.01%
105,844
+51,007
2896
$524K ﹤0.01%
230,626
+5,924
2897
$523K ﹤0.01%
17,332
-2,716
2898
$523K ﹤0.01%
46,048
+20,006
2899
$523K ﹤0.01%
17,488
-17,640
2900
$521K ﹤0.01%
21,094
-7,277
114 115
116
117 118