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
4201
$87K ﹤0.01%
8,000
+5,184
4202
$87K ﹤0.01%
2,212
+1,342
4203
$86K ﹤0.01%
+2,237
4204
$86K ﹤0.01%
2,709
-1,389
4205
$86K ﹤0.01%
4,358
+1,652
4206
$86K ﹤0.01%
495
+490
4207
$86K ﹤0.01%
161
+48
4208
$86K ﹤0.01%
1,645
+324
4209
$86K ﹤0.01%
2,491
-15,721
4210
$86K ﹤0.01%
2,681
-20,119
4211
$86K ﹤0.01%
2,518
+2,511
4212
$86K ﹤0.01%
+1,703
4213
$85K ﹤0.01%
1,220
+626
4214
$85K ﹤0.01%
15,694
+14,882
4215
$85K ﹤0.01%
1,810
+570
4216
$85K ﹤0.01%
1,563
+215
4217
– –
0
4218
$85K ﹤0.01%
2,613
+1,683
4219
$85K ﹤0.01%
5,760
-2,470
4220
$85K ﹤0.01%
6,119
-700
4221
$85K ﹤0.01%
1,346
-469
4222
$84K ﹤0.01%
2,970
+2,368
4223
$84K ﹤0.01%
2,361
+981
4224
$84K ﹤0.01%
13,560
-53,584
4225
$84K ﹤0.01%
91
-12
167 168
169
170 171