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
5076
$19K ﹤0.01%
+1,000
5077
$19K ﹤0.01%
1,130
-653
5078
$19K ﹤0.01%
3,893
-3,758
5079
$18K ﹤0.01%
5,118
+4,909
5080
$18K ﹤0.01%
3,939
+2,517
5081
$18K ﹤0.01%
4,365
+2,599
5082
$18K ﹤0.01%
1,942
+1,215
5083
$18K ﹤0.01%
1,281
-4,055
5084
$18K ﹤0.01%
1,923
-1,037
5085
$18K ﹤0.01%
899
-103
5086
$18K ﹤0.01%
3,064
+1,727
5087
$18K ﹤0.01%
1,056
-301
5088
$18K ﹤0.01%
1,611
+644
5089
$18K ﹤0.01%
1,587
+1,168
5090
$18K ﹤0.01%
2,072
+1,722
5091
$18K ﹤0.01%
8,308
5092
$18K ﹤0.01%
192
-1,183
5093
$18K ﹤0.01%
1,313
+399
5094
$18K ﹤0.01%
989
+365
5095
$18K ﹤0.01%
2,134
+1,584
5096
$18K ﹤0.01%
587
-62
5097
$18K ﹤0.01%
183
-340
5098
$18K ﹤0.01%
+701
5099
$18K ﹤0.01%
2,850
-4,200
5100
$18K ﹤0.01%
574
-12,446
202 203
204
205 206