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
5126
$17K ﹤0.01%
2,230
-5,473
5127
$17K ﹤0.01%
105
5128
$17K ﹤0.01%
+302
5129
$17K ﹤0.01%
28
-247
5130
$17K ﹤0.01%
1,947
+447
5131
$17K ﹤0.01%
177
-101
5132
$17K ﹤0.01%
+999
5133
$17K ﹤0.01%
730
+530
5134
$17K ﹤0.01%
+1,080
5135
$17K ﹤0.01%
890
+175
5136
$17K ﹤0.01%
1,843
+619
5137
$17K ﹤0.01%
+6,737
5138
$17K ﹤0.01%
+2,504
5139
$17K ﹤0.01%
4,000
-250
5140
$17K ﹤0.01%
429
5141
$17K ﹤0.01%
1,504
+104
5142
$17K ﹤0.01%
6,105
+543
5143
$17K ﹤0.01%
1,361
-534
5144
$17K ﹤0.01%
1,354
+226
5145
$17K ﹤0.01%
+1,110
5146
$17K ﹤0.01%
678
-1,291
5147
$16K ﹤0.01%
890
5148
$16K ﹤0.01%
+13,489
5149
$16K ﹤0.01%
565
-81
5150
$16K ﹤0.01%
+5
204 205
206
207 208