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
5001
$27K ﹤0.01%
1,370
-389
5002
$27K ﹤0.01%
+13,683
5003
$27K ﹤0.01%
3,000
-2,000
5004
$27K ﹤0.01%
221
+40
5005
$27K ﹤0.01%
742
+179
5006
$27K ﹤0.01%
646
-6,788
5007
$26K ﹤0.01%
805
-1,130
5008
$26K ﹤0.01%
4,135
-4,277
5009
$26K ﹤0.01%
+1,200
5010
$26K ﹤0.01%
1,588
-1,836
5011
$26K ﹤0.01%
3,220
-3,692
5012
$26K ﹤0.01%
349
-158
5013
$26K ﹤0.01%
915
-816
5014
$26K ﹤0.01%
34
+27
5015
$26K ﹤0.01%
671
-498
5016
$26K ﹤0.01%
1,516
+1,028
5017
– –
0
5018
$26K ﹤0.01%
770
-1,320
5019
$26K ﹤0.01%
+340
5020
$26K ﹤0.01%
57
-28
5021
$26K ﹤0.01%
215
-82
5022
$26K ﹤0.01%
1,310
-189
5023
$26K ﹤0.01%
13,684
+5,210
5024
$26K ﹤0.01%
489
+139
5025
$26K ﹤0.01%
+782
199 200
201
202 203