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
551
$20.5M 0.02%
185,300
-41,493
552
$20.2M 0.02%
322,661
+30,000
553
$20.2M 0.02%
347,783
+31,038
554
$20.2M 0.02%
331,890
+22,383
555
$20.1M 0.02%
870,651
+83,061
556
$20.1M 0.02%
376,662
+294,479
557
$20.1M 0.02%
182,445
+12,520
558
$20.1M 0.02%
1,545,573
+514,213
559
$20.1M 0.02%
291,941
+35,255
560
$20M 0.02%
424,444
-64,513
561
$19.9M 0.02%
385,380
+114,992
562
$19.9M 0.02%
1,074,349
-58,144
563
$19.9M 0.02%
585,138
+107,000
564
$19.9M 0.02%
203,765
+6,168
565
$19.9M 0.02%
383,900
+3,302
566
$19.8M 0.02%
513,796
-552,706
567
$19.7M 0.02%
615,981
+216,609
568
$19.7M 0.02%
528,191
+129,597
569
$19.7M 0.02%
871,093
+48,466
570
$19.6M 0.02%
1,522,575
-14,280
571
$19.6M 0.02%
638,047
+510,870
572
$19.6M 0.02%
4,427,640
+14,280
573
$19.5M 0.02%
1,033,937
+155,770
574
$19.5M 0.02%
531,500
+108,321
575
$19.5M 0.02%
386,687
+13,788
21 22
23
24 25