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
4851
$32K ﹤0.01%
2,592
-4,053
4852
$32K ﹤0.01%
1,372
+377
4853
$32K ﹤0.01%
1,232
+1,032
4854
$32K ﹤0.01%
3,667
+2,037
4855
$32K ﹤0.01%
6,938
-482
4856
$32K ﹤0.01%
1,759
+1,211
4857
$32K ﹤0.01%
1,225
-242
4858
$32K ﹤0.01%
1,795
-1,067
4859
$32K ﹤0.01%
1,389
+872
4860
$32K ﹤0.01%
3,451
+2,208
4861
$32K ﹤0.01%
1,449
4862
$32K ﹤0.01%
18,428
+16,428
4863
$32K ﹤0.01%
1,286
-22
4864
$32K ﹤0.01%
2,553
-5,647
4865
$32K ﹤0.01%
235
-802
4866
$32K ﹤0.01%
3
+2
4867
$32K ﹤0.01%
210
+195
4868
$32K ﹤0.01%
4,300
-95,051
4869
$32K ﹤0.01%
62
+11
4870
$32K ﹤0.01%
1,309
-185
4871
$32K ﹤0.01%
4,173
-1,323
4872
$31K ﹤0.01%
2,547
-90
4873
$31K ﹤0.01%
+1,224
4874
$31K ﹤0.01%
15,000
-1,993
4875
$31K ﹤0.01%
3,034
+480
193 194
195
196 197