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
3226
$314K ﹤0.01%
21,117
-5,266
3227
$314K ﹤0.01%
85,728
+3,765
3228
$313K ﹤0.01%
421
-198
3229
$313K ﹤0.01%
10,265
+2,694
3230
$313K ﹤0.01%
9,227
-86,869
3231
$312K ﹤0.01%
11,681
-8,123
3232
$312K ﹤0.01%
12,473
+4,040
3233
$312K ﹤0.01%
8,158
-237
3234
$312K ﹤0.01%
18,029
+3,239
3235
$312K ﹤0.01%
8,074
+2,584
3236
$312K ﹤0.01%
11,776
+6,188
3237
$310K ﹤0.01%
11,802
-25,803
3238
$310K ﹤0.01%
5,789
-2,386
3239
$309K ﹤0.01%
26,795
+3,153
3240
$309K ﹤0.01%
73,848
-43,707
3241
$309K ﹤0.01%
29,374
-713
3242
$309K ﹤0.01%
22,823
+5,589
3243
$308K ﹤0.01%
324,513
-8,543
3244
$307K ﹤0.01%
16,024
-13,549
3245
$307K ﹤0.01%
23,776
-2,395
3246
$307K ﹤0.01%
10,727
-36,572
3247
$307K ﹤0.01%
7,513
+5,767
3248
$307K ﹤0.01%
56,361
-309,503
3249
$307K ﹤0.01%
23,727
-27,704
3250
$306K ﹤0.01%
5,860
+1,032
128 129
130
131 132