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
4626
$35K ﹤0.01%
1,586
+485
4627
$35K ﹤0.01%
5,008
+374
4628
$35K ﹤0.01%
2,322
-9,588
4629
$35K ﹤0.01%
+1,818
4630
$35K ﹤0.01%
700
4631
$34K ﹤0.01%
13,856
+8,723
4632
$34K ﹤0.01%
160
-19
4633
$34K ﹤0.01%
1,362
-1,633
4634
$34K ﹤0.01%
1,680
-522
4635
$34K ﹤0.01%
200
4636
$34K ﹤0.01%
17,029
-27,015
4637
$34K ﹤0.01%
+1,040
4638
$34K ﹤0.01%
9,784
+7,056
4639
$34K ﹤0.01%
535
-75
4640
$34K ﹤0.01%
1,234
-6,100
4641
$34K ﹤0.01%
1,587
-4,582
4642
$34K ﹤0.01%
500
4643
$34K ﹤0.01%
1,122
+1,024
4644
$34K ﹤0.01%
2,923
+1,477
4645
$34K ﹤0.01%
+1,798
4646
$34K ﹤0.01%
5,524
+998
4647
$34K ﹤0.01%
+2,660
4648
$34K ﹤0.01%
1,189
-1,361
4649
$34K ﹤0.01%
8,570
+228
4650
$34K ﹤0.01%
2,515
+196
184 185
186
187 188