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
5226
$14K ﹤0.01%
346
-213
5227
$14K ﹤0.01%
3,911
+2,911
5228
$14K ﹤0.01%
+699
5229
$14K ﹤0.01%
+743
5230
$14K ﹤0.01%
+1
5231
$14K ﹤0.01%
3,200
+506
5232
$14K ﹤0.01%
369
-61
5233
$14K ﹤0.01%
+1,092
5234
$14K ﹤0.01%
1,076
-1,096
5235
$14K ﹤0.01%
800
-198
5236
$14K ﹤0.01%
266
-360
5237
$14K ﹤0.01%
+551
5238
$14K ﹤0.01%
844
-718
5239
$14K ﹤0.01%
175
-44
5240
$14K ﹤0.01%
1,546
+917
5241
$14K ﹤0.01%
+198
5242
$14K ﹤0.01%
+8,232
5243
$14K ﹤0.01%
+617
5244
$14K ﹤0.01%
51,700
5245
$14K ﹤0.01%
+684
5246
$14K ﹤0.01%
921
-2,674
5247
$14K ﹤0.01%
1,284
-2,814
5248
$14K ﹤0.01%
1,366
+923
5249
$14K ﹤0.01%
1,028
-2,232
5250
$14K ﹤0.01%
1,166
+637
208 209
210
211 212