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
5676
$6K ﹤0.01%
+4,581
5677
$6K ﹤0.01%
102
-172
5678
$6K ﹤0.01%
3,813
+2,395
5679
$6K ﹤0.01%
104
-1,880
5680
$6K ﹤0.01%
383
-4,133
5681
$6K ﹤0.01%
523
-76
5682
$6K ﹤0.01%
781
+586
5683
$6K ﹤0.01%
237
-6
5684
$6K ﹤0.01%
300
5685
$6K ﹤0.01%
1,054
-851
5686
$6K ﹤0.01%
257
-909
5687
$6K ﹤0.01%
3,291
+2,680
5688
$6K ﹤0.01%
184,231
+5,986
5689
$6K ﹤0.01%
280
-56
5690
$6K ﹤0.01%
1,085
-516
5691
$6K ﹤0.01%
1,222
+461
5692
$6K ﹤0.01%
930
-30
5693
$6K ﹤0.01%
226
-2,349
5694
$6K ﹤0.01%
+100
5695
$6K ﹤0.01%
584
-1,183
5696
$6K ﹤0.01%
+3,394
5697
$6K ﹤0.01%
4,425
-2,394
5698
$6K ﹤0.01%
+1,436
5699
$6K ﹤0.01%
3,474
-21,862
5700
$6K ﹤0.01%
792
-1,208
226 227
228
229 230