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
5301
$13K ﹤0.01%
1,114
+740
5302
$13K ﹤0.01%
2,048
+1,627
5303
$13K ﹤0.01%
+3,638
5304
$13K ﹤0.01%
1,630
+930
5305
$13K ﹤0.01%
650
+500
5306
$13K ﹤0.01%
489
-1,620
5307
$13K ﹤0.01%
1,163
-1,045
5308
$13K ﹤0.01%
1,701
-3,530
5309
$13K ﹤0.01%
219
+34
5310
$13K ﹤0.01%
+1,300
5311
$13K ﹤0.01%
+54,094
5312
$13K ﹤0.01%
692
+673
5313
$13K ﹤0.01%
2,073
+1,868
5314
$12K ﹤0.01%
1,461
-104
5315
$12K ﹤0.01%
500
5316
$12K ﹤0.01%
+1,329
5317
$12K ﹤0.01%
+720
5318
$12K ﹤0.01%
5,037
+3,589
5319
$12K ﹤0.01%
1,555
+275
5320
$12K ﹤0.01%
+4,558
5321
$12K ﹤0.01%
+2,629
5322
$12K ﹤0.01%
+1,652
5323
$12K ﹤0.01%
1,634
-2,495
5324
$12K ﹤0.01%
583
+469
5325
– –
0
211 212
213
214 215