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
4201
$65K ﹤0.01%
1,330
+313
4202
$65K ﹤0.01%
2,009
+796
4203
$65K ﹤0.01%
3,410
-300
4204
$64K ﹤0.01%
25
+6
4205
$64K ﹤0.01%
2,136
+888
4206
$64K ﹤0.01%
12,146
+2,277
4207
$64K ﹤0.01%
15,967
+7,110
4208
$64K ﹤0.01%
2,712
-868
4209
$64K ﹤0.01%
24,910
-2,714
4210
$64K ﹤0.01%
1,609
+1,352
4211
$64K ﹤0.01%
5,512
+5,375
4212
$64K ﹤0.01%
1,600
+450
4213
$64K ﹤0.01%
4,465
-35,007
4214
$63K ﹤0.01%
30,852
+22,548
4215
$63K ﹤0.01%
10,467
-1,494
4216
$63K ﹤0.01%
283
+262
4217
$63K ﹤0.01%
2,528
+222
4218
$63K ﹤0.01%
1,867
+928
4219
$63K ﹤0.01%
1,734
+937
4220
$63K ﹤0.01%
2,034
+1,561
4221
$63K ﹤0.01%
4,928
+3,825
4222
$63K ﹤0.01%
3,730
-1,095
4223
$63K ﹤0.01%
2,556
-1,382
4224
$63K ﹤0.01%
3,678
+3,159
4225
$63K ﹤0.01%
4,674
+3,861
167 168
169
170 171