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
3101
$526K ﹤0.01%
10,285
-420
3102
$526K ﹤0.01%
42,061
+16,199
3103
$526K ﹤0.01%
11,756
-6,504
3104
$526K ﹤0.01%
114,693
-27,747
3105
$525K ﹤0.01%
49
-6
3106
$525K ﹤0.01%
3,805
-9,561
3107
$524K ﹤0.01%
7,852
+1,961
3108
$524K ﹤0.01%
18,074
+2,156
3109
$524K ﹤0.01%
25,290
+22,665
3110
$523K ﹤0.01%
49,001
-4,741
3111
$522K ﹤0.01%
75,444
-4,068
3112
$519K ﹤0.01%
10,875
-9,991
3113
$519K ﹤0.01%
4,604
+4,430
3114
$518K ﹤0.01%
19,481
-2,721
3115
$518K ﹤0.01%
115,067
-16,650
3116
$517K ﹤0.01%
44,800
+16,310
3117
$517K ﹤0.01%
11,039
-87
3118
$516K ﹤0.01%
19,563
+11,642
3119
$515K ﹤0.01%
42,539
+8,731
3120
$515K ﹤0.01%
7,657
+7,618
3121
$515K ﹤0.01%
50,519
+13,592
3122
$515K ﹤0.01%
19,813
+18,139
3123
$514K ﹤0.01%
12,377
+891
3124
$514K ﹤0.01%
6,766
-251
3125
$514K ﹤0.01%
12,536
+1,600
123 124
125
126 127