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
$93.9B
AUM Growth
+$9.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,991
New
Increased
Reduced
Closed

Top Buys

1
+$1.64B
2
+$709M
3
+$450M
4
OUBS
USB AG (NEW)
OUBS
+$354M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$270M

Top Sells

1
+$416M
2
+$256M
3
+$233M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$231M
5
SNY icon
Sanofi
SNY
+$163M

Sector Composition

1 Energy 10.73%
2 Financials 10.67%
3 Technology 7.86%
4 Healthcare 7.84%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5501
$12K ﹤0.01%
+46
5502
$12K ﹤0.01%
1,111
-257
5503
$12K ﹤0.01%
2,300
+1,500
5504
$12K ﹤0.01%
500
+366
5505
$12K ﹤0.01%
2,404
+4
5506
$12K ﹤0.01%
1,359
-276
5507
$12K ﹤0.01%
500
5508
$12K ﹤0.01%
2,512
-3,012
5509
$12K ﹤0.01%
688
-2,491
5510
$12K ﹤0.01%
4,700
-2,104
5511
$12K ﹤0.01%
349
-1,038
5512
$12K ﹤0.01%
2,000
+1,465
5513
$12K ﹤0.01%
800
-3,562
5514
$12K ﹤0.01%
54
+51
5515
$12K ﹤0.01%
400
-1,980
5516
$12K ﹤0.01%
+1,190
5517
$12K ﹤0.01%
400
-2,110
5518
$12K ﹤0.01%
+1
5519
$12K ﹤0.01%
104
-586
5520
$12K ﹤0.01%
8,247
+1,015
5521
$12K ﹤0.01%
225
-291
5522
$12K ﹤0.01%
2,200
+798
5523
$12K ﹤0.01%
662
-220
5524
$12K ﹤0.01%
2,901
-20,708
5525
$12K ﹤0.01%
3,229
+2,503
219 220
221
222 223