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
5201
$15K ﹤0.01%
970
-624
5202
$15K ﹤0.01%
1,262
+68
5203
$15K ﹤0.01%
319
-182
5204
$15K ﹤0.01%
+698
5205
$15K ﹤0.01%
1,550
+200
5206
$15K ﹤0.01%
+640
5207
$15K ﹤0.01%
+2,382
5208
$15K ﹤0.01%
+276
5209
$15K ﹤0.01%
4,968
-1,282
5210
$15K ﹤0.01%
1,041
-5,197
5211
$15K ﹤0.01%
250
-100
5212
$15K ﹤0.01%
875
-485
5213
$15K ﹤0.01%
+2,068
5214
$15K ﹤0.01%
650
-1,164
5215
$15K ﹤0.01%
368
+1
5216
$15K ﹤0.01%
585
+391
5217
$15K ﹤0.01%
535
+133
5218
$15K ﹤0.01%
5,493
-10,616
5219
$15K ﹤0.01%
281
+209
5220
$15K ﹤0.01%
362
-46
5221
$15K ﹤0.01%
660
+200
5222
$15K ﹤0.01%
+597
5223
$15K ﹤0.01%
508
-1,422
5224
$14K ﹤0.01%
+130
5225
$14K ﹤0.01%
4,210
-17,554
207 208
209
210 211