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
276
$52.8M 0.05%
1,361,827
+96,188
277
$52.4M 0.05%
394,688
-10,974
278
$52.3M 0.05%
790,455
+160,628
279
$52.1M 0.05%
977,874
-576,910
280
$51.5M 0.05%
699,259
+78,815
281
$50.9M 0.05%
943,182
-30,868
282
$50.8M 0.05%
1,681,212
+297,485
283
$50.4M 0.05%
1,126,490
+61,867
284
$50.2M 0.05%
1,011,240
+262,199
285
$50M 0.05%
998,351
+71,192
286
$49.9M 0.05%
2,531,480
+372,548
287
$49.9M 0.05%
2,677,976
-131,825
288
$49.7M 0.05%
636,834
+27,613
289
$49.3M 0.05%
1,754,264
+111,720
290
$49M 0.05%
839,100
+151,279
291
$48.5M 0.05%
1,596,154
-138,947
292
$48.1M 0.05%
1,867,539
+62,368
293
$47.9M 0.05%
821,676
-102,953
294
$47.8M 0.05%
511,331
+162,360
295
$47.8M 0.05%
865,712
+60,909
296
$47.7M 0.05%
919,262
+341,888
297
$47.6M 0.05%
2,804,740
+284,065
298
$47.2M 0.05%
1,089,683
+19,080
299
$46.9M 0.05%
1,660,585
-320,558
300
$46.8M 0.05%
559,557
+48,004
10 11
12
13 14