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
5201
$20K ﹤0.01%
800
5202
$20K ﹤0.01%
1,096
-899
5203
$20K ﹤0.01%
447
+274
5204
$20K ﹤0.01%
+2,487
5205
$20K ﹤0.01%
1,400
-191,473
5206
$20K ﹤0.01%
1,188
-375
5207
– –
0
5208
$20K ﹤0.01%
4,709
+4,074
5209
$20K ﹤0.01%
1,304
+90
5210
$20K ﹤0.01%
6,426
+2,411
5211
$20K ﹤0.01%
+41,472
5212
$20K ﹤0.01%
+317
5213
$20K ﹤0.01%
1,300
-767
5214
$20K ﹤0.01%
597
-38
5215
$20K ﹤0.01%
5,338
+959
5216
$20K ﹤0.01%
905
-29,627
5217
$20K ﹤0.01%
525
-787
5218
$20K ﹤0.01%
2,281
-632
5219
$20K ﹤0.01%
1,692
-4,783
5220
$20K ﹤0.01%
1,433
+64
5221
$20K ﹤0.01%
+5,354
5222
$19K ﹤0.01%
158
-47
5223
$19K ﹤0.01%
848
-815
5224
$19K ﹤0.01%
4,032
-383
5225
$19K ﹤0.01%
3,650
207 208
209
210 211