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
5551
$8K ﹤0.01%
553
+408
5552
$8K ﹤0.01%
621
+187
5553
$8K ﹤0.01%
665
+65
5554
$8K ﹤0.01%
152
-1,671
5555
$8K ﹤0.01%
253
5556
$8K ﹤0.01%
200
5557
$8K ﹤0.01%
145
+100
5558
$7K ﹤0.01%
1,000
5559
$7K ﹤0.01%
968
+63
5560
$7K ﹤0.01%
200
-1,657
5561
$7K ﹤0.01%
+943
5562
$7K ﹤0.01%
+488
5563
$7K ﹤0.01%
6
-2
5564
$7K ﹤0.01%
655
-207
5565
$7K ﹤0.01%
201
-3,726
5566
$7K ﹤0.01%
1,163
+813
5567
$7K ﹤0.01%
1,343
+866
5568
$7K ﹤0.01%
673
-825
5569
$7K ﹤0.01%
1,039
+1,029
5570
$7K ﹤0.01%
400
-2,018
5571
$7K ﹤0.01%
+250
5572
$7K ﹤0.01%
446
+349
5573
$7K ﹤0.01%
827
+577
5574
$7K ﹤0.01%
2,210
+1,149
5575
$7K ﹤0.01%
1,576
-303,253
221 222
223
224 225