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
$93.9B
AUM Growth
+$9.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,991
New
Increased
Reduced
Closed

Top Buys

1
+$1.64B
2
+$709M
3
+$450M
4
OUBS
USB AG (NEW)
OUBS
+$354M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$270M

Top Sells

1
+$416M
2
+$256M
3
+$233M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$231M
5
SNY icon
Sanofi
SNY
+$163M

Sector Composition

1 Energy 10.73%
2 Financials 10.67%
3 Technology 7.86%
4 Healthcare 7.84%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3051
$567K ﹤0.01%
5,818
-671
3052
$566K ﹤0.01%
9,553
-21,218
3053
$566K ﹤0.01%
32,048
-14,177
3054
$566K ﹤0.01%
5,344
+3,956
3055
$566K ﹤0.01%
82,601
+916
3056
$565K ﹤0.01%
81,206
-2,081
3057
$565K ﹤0.01%
72,827
-3,528
3058
$563K ﹤0.01%
+30,000
3059
$563K ﹤0.01%
31,390
+28,023
3060
$561K ﹤0.01%
16,619
-3,587
3061
$561K ﹤0.01%
9,199
-6,674
3062
$561K ﹤0.01%
25,500
+22,891
3063
$558K ﹤0.01%
15,031
-1,336
3064
$558K ﹤0.01%
31,133
+24,249
3065
$558K ﹤0.01%
47,665
+4,845
3066
$557K ﹤0.01%
22,720
+14,314
3067
$557K ﹤0.01%
17,227
-17,839
3068
$555K ﹤0.01%
10,479
+6,494
3069
$555K ﹤0.01%
20,215
+3,558
3070
$553K ﹤0.01%
37,162
-37,760
3071
$553K ﹤0.01%
21,580
-35,753
3072
$551K ﹤0.01%
32,968
+18,076
3073
$551K ﹤0.01%
15,879
-5,506
3074
$550K ﹤0.01%
17,922
-2,744
3075
$548K ﹤0.01%
33,060
+6,590
121 122
123
124 125