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
5101
$23K ﹤0.01%
1,060
-3,372
5102
$23K ﹤0.01%
+309
5103
$23K ﹤0.01%
1,014
+775
5104
$23K ﹤0.01%
6
-22
5105
$23K ﹤0.01%
1,464
+1,274
5106
$23K ﹤0.01%
+2,620
5107
$23K ﹤0.01%
1,006
+177
5108
$23K ﹤0.01%
1,178
+717
5109
$23K ﹤0.01%
690
-84
5110
$23K ﹤0.01%
308
-32,016
5111
$23K ﹤0.01%
+535
5112
$23K ﹤0.01%
2,000
-1,865
5113
$23K ﹤0.01%
7
-8
5114
$23K ﹤0.01%
1,299
-75
5115
$23K ﹤0.01%
1,285
-457
5116
$23K ﹤0.01%
4,000
-864
5117
$23K ﹤0.01%
988
-515
5118
$23K ﹤0.01%
1,194
+1,000
5119
$23K ﹤0.01%
513
+186
5120
$23K ﹤0.01%
1,800
5121
$23K ﹤0.01%
1,501
-100
5122
$22K ﹤0.01%
6,000
+2,701
5123
$22K ﹤0.01%
1,500
5124
$22K ﹤0.01%
24
-39
5125
$22K ﹤0.01%
499
203 204
205
206 207