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
5051
$19K ﹤0.01%
56
-6
5052
$19K ﹤0.01%
792
-718
5053
$19K ﹤0.01%
6,117
+546
5054
$19K ﹤0.01%
+124
5055
$19K ﹤0.01%
284
5056
$19K ﹤0.01%
+749
5057
$19K ﹤0.01%
665
-20
5058
$19K ﹤0.01%
881
-427
5059
$19K ﹤0.01%
1,405
-2,754
5060
$19K ﹤0.01%
+721
5061
$19K ﹤0.01%
2,541
+1,160
5062
$19K ﹤0.01%
1,400
-368
5063
$19K ﹤0.01%
1,200
+1,000
5064
$19K ﹤0.01%
+438
5065
$19K ﹤0.01%
470
+417
5066
$19K ﹤0.01%
897
-1,595
5067
$19K ﹤0.01%
2,619
+1,050
5068
$19K ﹤0.01%
656
+109
5069
$19K ﹤0.01%
+547
5070
$19K ﹤0.01%
1,175
-1,700
5071
$19K ﹤0.01%
14,139
-1,141
5072
$19K ﹤0.01%
191
-1
5073
$19K ﹤0.01%
1,457
+596
5074
$19K ﹤0.01%
538
-1,061
5075
$19K ﹤0.01%
743
+83
201 202
203
204 205