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
3526
$195K ﹤0.01%
18,622
+2,226
3527
$195K ﹤0.01%
29,569
+10,350
3528
$194K ﹤0.01%
24,281
-21,770
3529
$193K ﹤0.01%
7,578
+78
3530
$193K ﹤0.01%
11,530
+10,712
3531
$193K ﹤0.01%
1,247
-1,670
3532
$192K ﹤0.01%
24,151
+7,869
3533
$192K ﹤0.01%
4,545
-7,094
3534
$191K ﹤0.01%
5,345
+4,243
3535
$191K ﹤0.01%
30,898
+1,129
3536
$191K ﹤0.01%
6,086
-55,447
3537
$191K ﹤0.01%
4,015
+135
3538
$190K ﹤0.01%
283
-495
3539
$190K ﹤0.01%
8,223
+5,083
3540
$190K ﹤0.01%
4,261
+226
3541
$190K ﹤0.01%
16,186
+134
3542
$190K ﹤0.01%
16,424
-1,833
3543
$190K ﹤0.01%
5,153
+1,216
3544
$189K ﹤0.01%
6,009
+404
3545
$188K ﹤0.01%
9,751
+887
3546
$188K ﹤0.01%
9,291
-73
3547
$188K ﹤0.01%
16,061
-7,352
3548
$187K ﹤0.01%
+3,382
3549
$187K ﹤0.01%
16,079
+3,187
3550
$187K ﹤0.01%
11,919
-2,891
140 141
142
143 144