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
2901
$521K ﹤0.01%
44,331
-1,156
2902
$521K ﹤0.01%
283
+93
2903
$520K ﹤0.01%
18,656
-6,133
2904
$519K ﹤0.01%
18,012
-122,564
2905
$519K ﹤0.01%
20,313
+6,053
2906
$518K ﹤0.01%
9,825
-10,615
2907
$518K ﹤0.01%
22,536
+22,535
2908
$517K ﹤0.01%
6,747
-187
2909
$517K ﹤0.01%
38,701
-8,711
2910
$517K ﹤0.01%
22,937
-1,394
2911
$515K ﹤0.01%
26,681
-5,603
2912
$514K ﹤0.01%
9,353
+71
2913
$513K ﹤0.01%
59,779
+3,186
2914
$512K ﹤0.01%
40,632
+17,981
2915
$511K ﹤0.01%
22,776
-2,124
2916
$511K ﹤0.01%
31,994
-25,624
2917
$511K ﹤0.01%
35,530
+3,223
2918
$510K ﹤0.01%
43,307
+6,673
2919
$509K ﹤0.01%
21,345
+15,721
2920
$508K ﹤0.01%
15,830
-94,742
2921
$506K ﹤0.01%
65,815
-58,812
2922
$505K ﹤0.01%
4,418
-18,146
2923
$505K ﹤0.01%
55,688
+6,298
2924
$502K ﹤0.01%
40,073
+1,384
2925
$502K ﹤0.01%
35,505
+6,925
115 116
117
118 119