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
5426
$10K ﹤0.01%
40
+17
5427
$10K ﹤0.01%
1,227
-284
5428
$10K ﹤0.01%
366
-899
5429
$10K ﹤0.01%
350
5430
$10K ﹤0.01%
+704
5431
$10K ﹤0.01%
+500
5432
$10K ﹤0.01%
1,155
+994
5433
$10K ﹤0.01%
+1,548
5434
$10K ﹤0.01%
879
+533
5435
$10K ﹤0.01%
1,100
-2,576
5436
$10K ﹤0.01%
3,601
-1,669
5437
$10K ﹤0.01%
+669
5438
$10K ﹤0.01%
+488
5439
$10K ﹤0.01%
+253
5440
$10K ﹤0.01%
2,055
-76
5441
$10K ﹤0.01%
918
+178
5442
$10K ﹤0.01%
1,546
-13
5443
$10K ﹤0.01%
371
-347
5444
$10K ﹤0.01%
584
+140
5445
$10K ﹤0.01%
207
+27
5446
$10K ﹤0.01%
+778
5447
$10K ﹤0.01%
2,380
-5,316
5448
$10K ﹤0.01%
658
+510
5449
$10K ﹤0.01%
1,313
-772
5450
$10K ﹤0.01%
1,009
+543
216 217
218
219 220