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
4051
$85K ﹤0.01%
677
+100
4052
$84K ﹤0.01%
12,327
+3,915
4053
$84K ﹤0.01%
3,658
+2,542
4054
$84K ﹤0.01%
3,441
-29,709
4055
$84K ﹤0.01%
117,075
+69,225
4056
$83K ﹤0.01%
73
+11
4057
$83K ﹤0.01%
2,916
+1,226
4058
$83K ﹤0.01%
2,065
+822
4059
$83K ﹤0.01%
3,128
+86
4060
$83K ﹤0.01%
18,513
+8,356
4061
$83K ﹤0.01%
3,591
+2,982
4062
$83K ﹤0.01%
45,390
-41,638
4063
$83K ﹤0.01%
4,320
-269
4064
$82K ﹤0.01%
4,845
+3,622
4065
$82K ﹤0.01%
2,516
-2,576
4066
$82K ﹤0.01%
1,403
-5
4067
$82K ﹤0.01%
4,995
-10,463
4068
$82K ﹤0.01%
1,925
+1,906
4069
$82K ﹤0.01%
5,434
+1,681
4070
$82K ﹤0.01%
3,569
-764
4071
$82K ﹤0.01%
10,614
+10,107
4072
$81K ﹤0.01%
+10,023
4073
$81K ﹤0.01%
2,207
-995
4074
$81K ﹤0.01%
6,524
-9,513
4075
$81K ﹤0.01%
3,252
+232
161 162
163
164 165