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
4501
$53K ﹤0.01%
+5,608
4502
$53K ﹤0.01%
2,270
-1,630
4503
$53K ﹤0.01%
2,930
+1,138
4504
$52K ﹤0.01%
715
+230
4505
$52K ﹤0.01%
18,376
+1,042
4506
$52K ﹤0.01%
5,559
-111
4507
$52K ﹤0.01%
4,116
-3,700
4508
$52K ﹤0.01%
5,013
-277
4509
$52K ﹤0.01%
3,066
+2,363
4510
$52K ﹤0.01%
3,913
-237
4511
$52K ﹤0.01%
889
+150
4512
$52K ﹤0.01%
709
4513
$52K ﹤0.01%
2,076
-134
4514
$52K ﹤0.01%
5,428
-6,862
4515
$52K ﹤0.01%
3,203
-2,365
4516
$51K ﹤0.01%
4,853
+2,695
4517
$51K ﹤0.01%
11,550
-2,994
4518
$51K ﹤0.01%
2,662
+662
4519
$51K ﹤0.01%
1,145
+855
4520
$51K ﹤0.01%
643
-470
4521
$51K ﹤0.01%
1,519
-455
4522
– –
0
4523
$51K ﹤0.01%
15
-6
4524
$51K ﹤0.01%
5,100
+1,500
4525
$51K ﹤0.01%
3,148
-299
179 180
181
182 183