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
4751
$37K ﹤0.01%
9,149
+8,173
4752
$37K ﹤0.01%
2,810
-1,390
4753
$37K ﹤0.01%
961
-823
4754
$37K ﹤0.01%
2,813
+450
4755
$37K ﹤0.01%
5,080
-1,888
4756
$37K ﹤0.01%
592
+537
4757
$37K ﹤0.01%
2,268
-146
4758
$37K ﹤0.01%
114
+111
4759
$37K ﹤0.01%
287
+50
4760
$37K ﹤0.01%
757
-119
4761
$37K ﹤0.01%
9,975
+1,105
4762
$37K ﹤0.01%
12,064
+10,458
4763
$37K ﹤0.01%
+1,966
4764
$37K ﹤0.01%
1,106
+488
4765
$37K ﹤0.01%
1,794
-2,002
4766
$37K ﹤0.01%
2,097
-2,384
4767
$37K ﹤0.01%
119,237
+12,252
4768
$36K ﹤0.01%
127
-14
4769
$36K ﹤0.01%
3,104
+1,888
4770
– –
0
4771
$36K ﹤0.01%
487
-48
4772
$36K ﹤0.01%
61,229
+5,229
4773
$36K ﹤0.01%
3,137
-271
4774
$36K ﹤0.01%
1,651
-6,997
4775
$36K ﹤0.01%
2,606
-774
189 190
191
192 193