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
5651
$6K ﹤0.01%
+573
5652
$6K ﹤0.01%
422
-229
5653
$6K ﹤0.01%
870
5654
$6K ﹤0.01%
+500
5655
$6K ﹤0.01%
25
-36
5656
$6K ﹤0.01%
2,367
+1,591
5657
$6K ﹤0.01%
1,900
+300
5658
$6K ﹤0.01%
755
-3,945
5659
$6K ﹤0.01%
1,332
-2,991
5660
$6K ﹤0.01%
1,080
-1,499
5661
$6K ﹤0.01%
490
-6,011
5662
$6K ﹤0.01%
874
+307
5663
$6K ﹤0.01%
+821
5664
$6K ﹤0.01%
1,556
+1,013
5665
$6K ﹤0.01%
4,489
+1,801
5666
$6K ﹤0.01%
+541
5667
$6K ﹤0.01%
1,538
+529
5668
$6K ﹤0.01%
82
-73
5669
$6K ﹤0.01%
+500
5670
$6K ﹤0.01%
282
-691
5671
$6K ﹤0.01%
+268
5672
$6K ﹤0.01%
732
+346
5673
$6K ﹤0.01%
1,168
-2,015
5674
$6K ﹤0.01%
877
+27
5675
$6K ﹤0.01%
354
+163
225 226
227
228 229