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
3151
$499K ﹤0.01%
22,343
-6,190
3152
$499K ﹤0.01%
16,380
-8,233
3153
$498K ﹤0.01%
39,552
-3,173
3154
$498K ﹤0.01%
23,607
-801
3155
$495K ﹤0.01%
17,404
+3,899
3156
$495K ﹤0.01%
35,446
+4,090
3157
$494K ﹤0.01%
7,453
+1,722
3158
$493K ﹤0.01%
65,653
+3,830
3159
$491K ﹤0.01%
13,067
-39,495
3160
$491K ﹤0.01%
2,989
-1,762
3161
$489K ﹤0.01%
67,753
+21,480
3162
$488K ﹤0.01%
3,119
+1,393
3163
$488K ﹤0.01%
45,372
-32,187
3164
$488K ﹤0.01%
40,759
+20,802
3165
$485K ﹤0.01%
22,212
-3,201
3166
$485K ﹤0.01%
6,196
+2,045
3167
$485K ﹤0.01%
88,167
+84,167
3168
$484K ﹤0.01%
43,744
+6,559
3169
$483K ﹤0.01%
32,051
-318
3170
$482K ﹤0.01%
15,394
+9,980
3171
$481K ﹤0.01%
77,712
+3,731
3172
$480K ﹤0.01%
8,008
-18,952
3173
$480K ﹤0.01%
27,106
+21,489
3174
$479K ﹤0.01%
21,157
+6,533
3175
$479K ﹤0.01%
47,707
-15,135
125 126
127
128 129