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
5151
$21K ﹤0.01%
2,251
-5,859
5152
$21K ﹤0.01%
1,770
-1,007
5153
$21K ﹤0.01%
3,199
+2,300
5154
$21K ﹤0.01%
1,756
+1,162
5155
$21K ﹤0.01%
1,166
+334
5156
– –
0
5157
$21K ﹤0.01%
+1,593
5158
$21K ﹤0.01%
623
-4,363
5159
– –
0
5160
$21K ﹤0.01%
931
+222
5161
$21K ﹤0.01%
1,476
+579
5162
$21K ﹤0.01%
+573
5163
$21K ﹤0.01%
+2,175
5164
$21K ﹤0.01%
1,486
+1,007
5165
$21K ﹤0.01%
671
-5,356
5166
$21K ﹤0.01%
1,629
-3,834
5167
$21K ﹤0.01%
923
+100
5168
$21K ﹤0.01%
1,900
-885
5169
$21K ﹤0.01%
1,280
-59
5170
$21K ﹤0.01%
1,959
-2,909
5171
$21K ﹤0.01%
1,400
-979
5172
$21K ﹤0.01%
606
-513
5173
$21K ﹤0.01%
+78,582
5174
$21K ﹤0.01%
+689
5175
$21K ﹤0.01%
+78
205 206
207
208 209