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 7.94%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5551
$8K ﹤0.01%
1,777
+712
5552
$8K ﹤0.01%
553
+408
5553
$8K ﹤0.01%
621
+187
5554
$8K ﹤0.01%
665
+65
5555
$8K ﹤0.01%
152
-1,671
5556
$8K ﹤0.01%
253
5557
$8K ﹤0.01%
200
5558
$7K ﹤0.01%
655
-207
5559
$7K ﹤0.01%
201
-3,726
5560
$7K ﹤0.01%
200
-1,657
5561
$7K ﹤0.01%
+943
5562
$7K ﹤0.01%
+488
5563
$7K ﹤0.01%
641
+346
5564
$7K ﹤0.01%
2,281
+147
5565
$7K ﹤0.01%
1,045
+193
5566
$7K ﹤0.01%
1,882
+162
5567
$7K ﹤0.01%
1,296
-3,439
5568
$7K ﹤0.01%
812
+462
5569
$7K ﹤0.01%
+615
5570
$7K ﹤0.01%
1,000
-10,023
5571
$7K ﹤0.01%
535
-3,102
5572
$7K ﹤0.01%
+326
5573
$7K ﹤0.01%
+794
5574
$7K ﹤0.01%
522
+8
5575
$7K ﹤0.01%
300
221 222
223
224 225