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
$93.9B
AUM Growth
+$9.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,991
New
Increased
Reduced
Closed

Top Buys

1
+$1.64B
2
+$709M
3
+$450M
4
OUBS
USB AG (NEW)
OUBS
+$354M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$270M

Top Sells

1
+$416M
2
+$256M
3
+$233M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$231M
5
SNY icon
Sanofi
SNY
+$163M

Sector Composition

1 Energy 10.73%
2 Financials 10.67%
3 Technology 7.86%
4 Healthcare 7.84%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5901
$5K ﹤0.01%
500
-3,238
5902
$5K ﹤0.01%
12
-18
5903
$5K ﹤0.01%
31
+6
5904
$5K ﹤0.01%
201
-627
5905
$5K ﹤0.01%
+627
5906
$5K ﹤0.01%
2,443
-1,587
5907
$5K ﹤0.01%
191
-472
5908
$5K ﹤0.01%
390
-4,036
5909
$5K ﹤0.01%
586
-3,303
5910
$5K ﹤0.01%
626
-832
5911
$5K ﹤0.01%
+2,938
5912
$5K ﹤0.01%
+1
5913
$5K ﹤0.01%
1,199
-408
5914
$5K ﹤0.01%
+999
5915
– –
0
5916
$5K ﹤0.01%
+200
5917
– –
0
5918
$5K ﹤0.01%
541
+252
5919
$5K ﹤0.01%
500
5920
$5K ﹤0.01%
1,126
-1,235
5921
– –
0
5922
$5K ﹤0.01%
450
-492
5923
$5K ﹤0.01%
861
-1,395
5924
$5K ﹤0.01%
500
-1,429
5925
$5K ﹤0.01%
+398
235 236
237
238 239