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
4001
$92K ﹤0.01%
1,845
+1,251
4002
$92K ﹤0.01%
5,834
+4,834
4003
$92K ﹤0.01%
11,850
+2,317
4004
$91K ﹤0.01%
5,677
+5,369
4005
$91K ﹤0.01%
2,406
-28
4006
$91K ﹤0.01%
4,549
-4,050
4007
$91K ﹤0.01%
6,888
+4,018
4008
$90K ﹤0.01%
8,172
+2,534
4009
$90K ﹤0.01%
11,000
+653
4010
$90K ﹤0.01%
1,342
+1,220
4011
$90K ﹤0.01%
5,151
+1,305
4012
$90K ﹤0.01%
12,056
+1,694
4013
$90K ﹤0.01%
10,600
+10,365
4014
$90K ﹤0.01%
2,608
-82
4015
$89K ﹤0.01%
4,807
-878
4016
$89K ﹤0.01%
7,631
+3,267
4017
$89K ﹤0.01%
6,792
+2,016
4018
$89K ﹤0.01%
1,447
+1,354
4019
$88K ﹤0.01%
1,529
-554
4020
$88K ﹤0.01%
7,294
+6,138
4021
$88K ﹤0.01%
+3,000
4022
$88K ﹤0.01%
2,621
+1,388
4023
$88K ﹤0.01%
1,341
+1,069
4024
$88K ﹤0.01%
16,217
+2,474
4025
$87K ﹤0.01%
2,500
-3,022
159 160
161
162 163