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
351
$38.4M 0.04%
142,055
-3,837
352
$38.4M 0.04%
868,273
-526,833
353
$38.3M 0.04%
1,132,694
+107,267
354
$38.3M 0.04%
4,015,646
-391,871
355
$38.3M 0.04%
1,621,125
+110,019
356
$38M 0.04%
455,402
+73,294
357
$37.9M 0.04%
469,074
-52,757
358
$37.9M 0.04%
971,190
+328,912
359
$37.8M 0.04%
1,056,874
-239,000
360
$37.7M 0.04%
337,458
+174,487
361
$37.6M 0.04%
1,002,593
+99,445
362
$37.6M 0.04%
545,605
-295,604
363
$37.5M 0.04%
908,663
+126,054
364
$37.4M 0.04%
1,493,870
+402,145
365
$37.3M 0.04%
972,321
+450,150
366
$37.3M 0.04%
482,724
-71,254
367
$37.2M 0.04%
1,015,928
+52,494
368
$37.2M 0.04%
1,563,115
+373,613
369
$37.1M 0.04%
1,800,987
-40,714
370
$36.9M 0.04%
153,178
+908
371
$36.6M 0.04%
969,936
+28,966
372
$36.3M 0.04%
991,753
+312,814
373
$36.2M 0.04%
467,890
+69,281
374
$35.8M 0.04%
655,730
+238,921
375
$35.8M 0.04%
573,494
-28,512
13 14
15
16 17