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
5726
$5K ﹤0.01%
303
-484
5727
$5K ﹤0.01%
5
+4
5728
$5K ﹤0.01%
628
-2,839
5729
$5K ﹤0.01%
529
-3,571
5730
$5K ﹤0.01%
967
+267
5731
$5K ﹤0.01%
+871
5732
$5K ﹤0.01%
721
-2
5733
$5K ﹤0.01%
+55
5734
$5K ﹤0.01%
403
-1,718
5735
$5K ﹤0.01%
1,112
+829
5736
$5K ﹤0.01%
+594
5737
$5K ﹤0.01%
200
-1,246
5738
$5K ﹤0.01%
21
-1,037
5739
$5K ﹤0.01%
143
-17
5740
$5K ﹤0.01%
+166
5741
$5K ﹤0.01%
+100
5742
$5K ﹤0.01%
200
5743
$5K ﹤0.01%
+174
5744
$5K ﹤0.01%
901
+349
5745
$5K ﹤0.01%
+500
5746
$5K ﹤0.01%
462
-570
5747
$5K ﹤0.01%
+3,731
5748
– –
-1
5749
$5K ﹤0.01%
400
+300
5750
$5K ﹤0.01%
380
-280
228 229
230
231 232