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
2926
$501K ﹤0.01%
17,478
-11,963
2927
$500K ﹤0.01%
10,967
-4,898
2928
$500K ﹤0.01%
13,621
+2,772
2929
$497K ﹤0.01%
51,937
+38,015
2930
$496K ﹤0.01%
8,439
-4,652
2931
$496K ﹤0.01%
41,176
+30,004
2932
$496K ﹤0.01%
13,424
-22,295
2933
$495K ﹤0.01%
15,976
-13,773
2934
$495K ﹤0.01%
40,898
+5,476
2935
$494K ﹤0.01%
11,006
+8,843
2936
$494K ﹤0.01%
7,458
-2,202
2937
$494K ﹤0.01%
13,908
-39,953
2938
$492K ﹤0.01%
8,456
-3,071
2939
$492K ﹤0.01%
104,485
-1,288
2940
$491K ﹤0.01%
19,218
+2,502
2941
$490K ﹤0.01%
22,818
+10,726
2942
$490K ﹤0.01%
92,656
+64,352
2943
$489K ﹤0.01%
11,177
+341
2944
$489K ﹤0.01%
76,181
+53,637
2945
$489K ﹤0.01%
+13,356
2946
$488K ﹤0.01%
27,565
+15,671
2947
$488K ﹤0.01%
127,538
-150,564
2948
$487K ﹤0.01%
15,198
+1,870
2949
$487K ﹤0.01%
71,112
2950
$486K ﹤0.01%
3,864
-621
116 117
118
119 120