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
5926
$3K ﹤0.01%
+343
5927
$3K ﹤0.01%
+122
5928
$3K ﹤0.01%
+162
5929
$3K ﹤0.01%
+299
5930
$3K ﹤0.01%
+50
5931
$3K ﹤0.01%
127
-550
5932
$3K ﹤0.01%
+2,256
5933
$3K ﹤0.01%
1,027
+643
5934
$3K ﹤0.01%
492
+332
5935
$3K ﹤0.01%
1,000
-3,914
5936
$3K ﹤0.01%
+50
5937
$3K ﹤0.01%
423
+304
5938
$3K ﹤0.01%
+1,422
5939
$3K ﹤0.01%
495
+196
5940
$3K ﹤0.01%
171
-576
5941
$3K ﹤0.01%
90
-930
5942
$3K ﹤0.01%
261
-752
5943
$3K ﹤0.01%
+557
5944
$3K ﹤0.01%
886
-96
5945
$3K ﹤0.01%
1,272
-9,660
5946
$3K ﹤0.01%
170
-886
5947
$3K ﹤0.01%
1,500
5948
$3K ﹤0.01%
+100
5949
$3K ﹤0.01%
643
-14,498
5950
$3K ﹤0.01%
293
236 237
238
239 240