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
526
$22.6M 0.02%
232,812
+23,155
527
$22.6M 0.02%
2,796,359
-243,237
528
$22.5M 0.02%
136,850
+88,837
529
$22.5M 0.02%
1,328,618
+452,506
530
$22.4M 0.02%
225,849
-637
531
$22.1M 0.02%
508,522
+136,735
532
$22.1M 0.02%
1,368,663
-18,637,701
533
$22.1M 0.02%
548,403
+54,205
534
$22M 0.02%
1,133,767
-238,420
535
$21.9M 0.02%
26,119
+11,565
536
$21.8M 0.02%
466,481
+145,057
537
$21.8M 0.02%
671,228
+311,524
538
$21.7M 0.02%
1,440,505
+515,085
539
$21.7M 0.02%
209,178
+50,408
540
$21.7M 0.02%
502,896
+44,904
541
$21.5M 0.02%
387,875
-216
542
$21.5M 0.02%
287,942
+22,682
543
$21.2M 0.02%
763,253
+29,295
544
$21.1M 0.02%
632,890
+23,235
545
$21.1M 0.02%
1,867,838
+121,982
546
$20.9M 0.02%
342,427
+27,610
547
$20.7M 0.02%
707,860
+100,734
548
$20.7M 0.02%
934,799
-6,586
549
$20.7M 0.02%
76,297
-529
550
$20.5M 0.02%
549,138
-376,501
20 21
22
23 24