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
376
$35.7M 0.04%
296,567
-5,505
377
$35.6M 0.04%
1,703,181
+212,214
378
$35.5M 0.04%
995,408
+567,823
379
$35.5M 0.04%
358,903
+18,136
380
$35.5M 0.04%
1,546,265
-487,244
381
$35.4M 0.04%
787,314
-660,724
382
$35.2M 0.04%
518,997
+88,619
383
$35.1M 0.04%
1,146,986
+346,555
384
$34.8M 0.04%
524,424
-96,212
385
$34.4M 0.04%
901,311
+2,989
386
$34.3M 0.04%
269,132
+10,588
387
$34.3M 0.04%
130,068
-156,438
388
$34.1M 0.03%
765,672
-183,444
389
$34M 0.03%
1,572,062
-343,349
390
$33.9M 0.03%
779,176
+113,031
391
$33.5M 0.03%
536,588
+96,180
392
$33.4M 0.03%
2,276,770
+3,505
393
$33.3M 0.03%
615,268
-13,994
394
$33.3M 0.03%
817,929
+38,002
395
$33.1M 0.03%
428,447
+27,986
396
$33.1M 0.03%
317,517
+79,534
397
$33.1M 0.03%
706,946
+363,756
398
$33M 0.03%
464,706
+80,366
399
$32.6M 0.03%
1,099,616
+42,120
400
$32.6M 0.03%
664,958
+183,293
14 15
16
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