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 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
26
$398M 0.41%
28,817,643
+6,124,767
27
$384M 0.39%
4,379,482
+580,498
28
$379M 0.39%
13,898,287
+2,012,643
29
$360M 0.37%
4,531,108
+551,577
30
$352M 0.36%
7,739,047
+675,823
31
$338M 0.35%
2,875,304
+180,100
32
$338M 0.35%
5,986,621
-2,508
33
$335M 0.34%
6,283,299
+295,095
34
$333M 0.34%
6,330,279
+24,246
35
$331M 0.34%
8,011,915
+1,794,144
36
$329M 0.34%
5,549,114
+508,136
37
$329M 0.34%
14,040,287
+1,535,577
38
$323M 0.33%
7,913,806
+2,039,518
39
$314M 0.32%
3,551,357
+373,662
40
$300M 0.31%
3,835,404
+39,515
41
$297M 0.3%
2,318,967
-686,540
42
$295M 0.3%
11,344,748
+881,692
43
$287M 0.29%
33,449,649
+4,042,485
44
$286M 0.29%
3,744,091
+145,138
45
$285M 0.29%
4,406,216
+459,951
46
$284M 0.29%
4,128,040
+274,203
47
$284M 0.29%
5,647,990
+3,802,559
48
$279M 0.29%
3,049,205
+43,627
49
$277M 0.28%
4,300,795
+408,940
50
$273M 0.28%
5,859,062
+193,027