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 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
5626
$7K ﹤0.01%
1,667
+201
5627
$6K ﹤0.01%
1,556
+1,013
5628
$6K ﹤0.01%
4,489
+1,801
5629
$6K ﹤0.01%
+541
5630
$6K ﹤0.01%
2,250
-16,419
5631
0
5632
$6K ﹤0.01%
877
+27
5633
$6K ﹤0.01%
104
-1,880
5634
$6K ﹤0.01%
383
-4,133
5635
$6K ﹤0.01%
523
-76
5636
$6K ﹤0.01%
296
-515
5637
$6K ﹤0.01%
+180
5638
$6K ﹤0.01%
305
-2,532
5639
$6K ﹤0.01%
+196
5640
$6K ﹤0.01%
1,133
-3,316
5641
$6K ﹤0.01%
318
-516
5642
$6K ﹤0.01%
466
-203
5643
$6K ﹤0.01%
25
-36
5644
$6K ﹤0.01%
2,415
-7,356
5645
$6K ﹤0.01%
648
-3,323
5646
$6K ﹤0.01%
+233
5647
$6K ﹤0.01%
+574
5648
$6K ﹤0.01%
400
-604
5649
$6K ﹤0.01%
768
-233
5650
$6K ﹤0.01%
229