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
4676
$33K ﹤0.01%
2,191
+23
4677
$33K ﹤0.01%
3,843
-610
4678
$33K ﹤0.01%
1,391
-1,392
4679
$33K ﹤0.01%
+3,030
4680
$33K ﹤0.01%
2,387
+252
4681
$33K ﹤0.01%
1,510
+561
4682
$33K ﹤0.01%
10,098
+8,135
4683
$33K ﹤0.01%
443
+39
4684
$33K ﹤0.01%
16,750
+1,373
4685
$33K ﹤0.01%
965
+568
4686
$33K ﹤0.01%
11,000
-2,305
4687
$33K ﹤0.01%
228
-91
4688
$33K ﹤0.01%
1,064
+524
4689
$33K ﹤0.01%
1,033
+382
4690
$32K ﹤0.01%
1,060
+287
4691
$32K ﹤0.01%
248
+81
4692
$32K ﹤0.01%
7,450
-21,283
4693
$32K ﹤0.01%
2,630
+651
4694
$32K ﹤0.01%
568
+416
4695
$32K ﹤0.01%
3,306
+922
4696
$32K ﹤0.01%
4,072
+1,894
4697
$32K ﹤0.01%
835
+31
4698
$32K ﹤0.01%
2,288
-2,427
4699
$32K ﹤0.01%
2,685
+1,716
4700
$32K ﹤0.01%
2,726
+888
186 187
188
189 190