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
5401
$11K ﹤0.01%
213
-7
5402
$11K ﹤0.01%
1,587
+276
5403
$11K ﹤0.01%
5,057
+858
5404
$11K ﹤0.01%
+759
5405
$11K ﹤0.01%
+533
5406
$11K ﹤0.01%
603
-838
5407
$11K ﹤0.01%
8,074
5408
$10K ﹤0.01%
+988
5409
$10K ﹤0.01%
705
+74
5410
$10K ﹤0.01%
+1,368
5411
$10K ﹤0.01%
102
-841
5412
$10K ﹤0.01%
942
-331
5413
$10K ﹤0.01%
+400
5414
$10K ﹤0.01%
1,568
-14,030
5415
$10K ﹤0.01%
6,612
+2,222
5416
$10K ﹤0.01%
+1,473
5417
$10K ﹤0.01%
+672
5418
$10K ﹤0.01%
680
-3,438
5419
$10K ﹤0.01%
1,650
5420
$10K ﹤0.01%
859
-117
5421
$10K ﹤0.01%
1,130
-2,280
5422
$10K ﹤0.01%
+573
5423
$10K ﹤0.01%
893
-677
5424
$10K ﹤0.01%
196
+189
5425
$10K ﹤0.01%
4
+2
215 216
217
218 219