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
4901
$30K ﹤0.01%
1,208
-1,960
4902
$30K ﹤0.01%
3,618
+3,333
4903
$30K ﹤0.01%
1,997
+472
4904
$30K ﹤0.01%
843
+355
4905
$30K ﹤0.01%
2,111
+48
4906
$30K ﹤0.01%
3,225
+1,009
4907
$30K ﹤0.01%
2,000
+300
4908
$30K ﹤0.01%
+1,154
4909
$30K ﹤0.01%
611
-127
4910
$30K ﹤0.01%
1,040
+281
4911
$30K ﹤0.01%
2,716
-1,651
4912
$30K ﹤0.01%
455
-480
4913
$30K ﹤0.01%
8,655
+2,040
4914
$30K ﹤0.01%
917
+246
4915
$30K ﹤0.01%
2,344
-1,602
4916
$30K ﹤0.01%
3,082
+1,482
4917
$30K ﹤0.01%
2,665
+1,485
4918
$30K ﹤0.01%
235
+163
4919
$30K ﹤0.01%
1,495
-357
4920
$30K ﹤0.01%
+1,162
4921
$30K ﹤0.01%
816
+227
4922
$30K ﹤0.01%
777
+488
4923
$30K ﹤0.01%
2,000
-583
4924
$30K ﹤0.01%
1,184
+873
4925
$30K ﹤0.01%
2,041
+265
195 196
197
198 199