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
476
$26.7M 0.03%
1,217,987
+617,812
477
$26.6M 0.03%
586,338
-76,639
478
$26.6M 0.03%
379,898
+163,918
479
$26.5M 0.03%
1,695,603
-496
480
$26.4M 0.03%
383,948
+44,679
481
$26.3M 0.03%
539,462
-268,649
482
$26.2M 0.03%
514,181
-95,977
483
$25.8M 0.03%
82,543
+14,714
484
$25.8M 0.03%
1,057,650
+231,686
485
$25.8M 0.03%
708,710
+286,273
486
$25.7M 0.03%
630,568
+37,707
487
$25.7M 0.03%
417,647
+54,317
488
$25.7M 0.03%
786,745
+80,496
489
$25.6M 0.03%
494,084
+375,348
490
$25.4M 0.03%
290,128
-413
491
$25.4M 0.03%
381,355
+86,012
492
$25.2M 0.03%
1,252,766
+52,256
493
$25M 0.03%
1,815,763
+482,961
494
$25M 0.03%
959,098
-212,770
495
$24.7M 0.03%
889,604
+353,818
496
$24.7M 0.03%
608,720
+112,411
497
$24.7M 0.03%
665,769
+81,418
498
$24.7M 0.03%
410,072
-5,283
499
$24.7M 0.03%
295,828
-50,905
500
$24.7M 0.03%
975,700
-248,045
18 19
20
21 22