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
$93.9B
AUM Growth
+$9.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,991
New
Increased
Reduced
Closed

Top Buys

1
+$1.64B
2
+$709M
3
+$450M
4
OUBS
USB AG (NEW)
OUBS
+$354M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$270M

Top Sells

1
+$416M
2
+$256M
3
+$233M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$231M
5
SNY icon
Sanofi
SNY
+$163M

Sector Composition

1 Energy 10.73%
2 Financials 10.67%
3 Technology 7.86%
4 Healthcare 7.84%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4026
$116K ﹤0.01%
1,788
+805
4027
$116K ﹤0.01%
9,640
-14,366
4028
$116K ﹤0.01%
2,429
-853
4029
$115K ﹤0.01%
2,494
+2,198
4030
$115K ﹤0.01%
6,516
+3,552
4031
$114K ﹤0.01%
9,204
-3,520
4032
$114K ﹤0.01%
2,463
+287
4033
$114K ﹤0.01%
1,358
-297
4034
$114K ﹤0.01%
+5,439
4035
$114K ﹤0.01%
5,516
-856
4036
$113K ﹤0.01%
8,151
-11,812
4037
$113K ﹤0.01%
4,479
+2,516
4038
$113K ﹤0.01%
7,756
+1,876
4039
$113K ﹤0.01%
+1,370
4040
$112K ﹤0.01%
11,200
-400
4041
$112K ﹤0.01%
+1,432
4042
$112K ﹤0.01%
2,153
-1,089
4043
$112K ﹤0.01%
6,255
-1,510
4044
$112K ﹤0.01%
6,203
+4,362
4045
$111K ﹤0.01%
8,891
-20,454
4046
$111K ﹤0.01%
7,191
+2,960
4047
$110K ﹤0.01%
35,482
+4,316
4048
$110K ﹤0.01%
4,362
+1,635
4049
$110K ﹤0.01%
6,028
+4,300
4050
$110K ﹤0.01%
2,284
+138
160 161
162
163 164