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
401
$32.5M 0.03%
979,534
-181,360
402
$32.5M 0.03%
142,834
+38,919
403
$32.3M 0.03%
231,831
-41,771
404
$32.3M 0.03%
638,818
+227,437
405
$32.3M 0.03%
619,155
+55,510
406
$32.3M 0.03%
507,203
-140,059
407
$32.3M 0.03%
1,543,533
-210,922
408
$32.2M 0.03%
345,010
+21,104
409
$32.1M 0.03%
1,138,653
+85,506
410
$32.1M 0.03%
482,818
+101,732
411
$32.1M 0.03%
527,952
-130,497
412
$31.9M 0.03%
678,803
+59,277
413
$31.9M 0.03%
870,825
-260,265
414
$31.7M 0.03%
6,469
-268
415
$31.7M 0.03%
721,890
-11,660
416
$31.7M 0.03%
1,498,020
+178,214
417
$31.5M 0.03%
127,980
+53,111
418
$31.4M 0.03%
406,413
+46,763
419
$31.3M 0.03%
951,171
+155,551
420
$31.2M 0.03%
316,407
+87,959
421
$31.2M 0.03%
894,827
+301,519
422
$31.2M 0.03%
476,355
-129,311
423
$31.1M 0.03%
2,783,274
+339,312
424
$31M 0.03%
1,252,821
-117,481
425
$31M 0.03%
+1,006,604
15 16
17
18 19