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
5826
$4K ﹤0.01%
300
5827
$4K ﹤0.01%
+55
5828
$4K ﹤0.01%
+781
5829
$4K ﹤0.01%
3,553
+615
5830
$4K ﹤0.01%
161
-5,497
5831
$4K ﹤0.01%
1,694
+1,043
5832
$4K ﹤0.01%
161
-585
5833
$4K ﹤0.01%
+150
5834
$4K ﹤0.01%
+202
5835
$4K ﹤0.01%
628
+235
5836
$4K ﹤0.01%
1,000
+888
5837
$4K ﹤0.01%
424
-616
5838
$4K ﹤0.01%
300
-483
5839
$4K ﹤0.01%
600
5840
$4K ﹤0.01%
572
+172
5841
$4K ﹤0.01%
2,816
-1,100
5842
$4K ﹤0.01%
331
-52
5843
$4K ﹤0.01%
243
-824
5844
$4K ﹤0.01%
2,780
-1,270
5845
$4K ﹤0.01%
287
-377
5846
$4K ﹤0.01%
+2,488
5847
$4K ﹤0.01%
1,001
5848
$4K ﹤0.01%
198
-560
5849
$4K ﹤0.01%
188
-908
5850
$4K ﹤0.01%
+223
232 233
234
235 236