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
5251
$14K ﹤0.01%
2,418
+2,346
5252
$14K ﹤0.01%
3,790
+844
5253
$14K ﹤0.01%
809
-1,307
5254
$14K ﹤0.01%
1,382
-332
5255
$14K ﹤0.01%
2,470
+1,351
5256
$14K ﹤0.01%
420
+20
5257
$14K ﹤0.01%
1,161
+181
5258
$14K ﹤0.01%
862
-71
5259
$14K ﹤0.01%
515
+25
5260
$14K ﹤0.01%
749
-300
5261
$14K ﹤0.01%
574
-200
5262
$14K ﹤0.01%
+988
5263
$14K ﹤0.01%
11,537
+7,628
5264
$14K ﹤0.01%
+576
5265
$14K ﹤0.01%
1,536
5266
$14K ﹤0.01%
719
5267
$14K ﹤0.01%
802
+20
5268
$14K ﹤0.01%
1,237
-1,749
5269
$14K ﹤0.01%
3,892
-232
5270
$14K ﹤0.01%
363
-326
5271
$14K ﹤0.01%
+5,999
5272
$14K ﹤0.01%
7,080
-37,642
5273
$14K ﹤0.01%
+564
5274
$13K ﹤0.01%
519
-115
5275
$13K ﹤0.01%
851
+565
209 210
211
212 213