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
3676
$158K ﹤0.01%
3,659
+147
3677
$158K ﹤0.01%
12,446
+3,701
3678
$158K ﹤0.01%
2,040
+376
3679
$157K ﹤0.01%
4,612
-1,973
3680
$157K ﹤0.01%
14,184
-6,036
3681
$157K ﹤0.01%
36,421
-3,085
3682
$157K ﹤0.01%
271
+126
3683
$157K ﹤0.01%
3,728
-984
3684
$157K ﹤0.01%
12,722
+4,844
3685
$157K ﹤0.01%
2,853
+2,031
3686
$156K ﹤0.01%
7,430
+1,000
3687
$156K ﹤0.01%
3,826
-2,861
3688
$156K ﹤0.01%
8,182
+3,127
3689
$156K ﹤0.01%
8,844
-628
3690
$156K ﹤0.01%
3,374
+3,102
3691
$156K ﹤0.01%
14,336
+233
3692
$155K ﹤0.01%
10,982
-429
3693
$155K ﹤0.01%
5,995
+4,424
3694
$154K ﹤0.01%
12,383
+2,766
3695
$154K ﹤0.01%
14,411
-4,386
3696
$154K ﹤0.01%
11,983
+2,189
3697
$153K ﹤0.01%
32,172
+6,992
3698
$153K ﹤0.01%
8,732
+7,091
3699
$153K ﹤0.01%
5,837
-5,345
3700
$153K ﹤0.01%
16,671
+2,000
146 147
148
149 150