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 7.85%
4 Healthcare 7.84%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5926
$5K ﹤0.01%
+1
5927
$5K ﹤0.01%
1,199
-408
5928
$5K ﹤0.01%
+999
5929
– –
0
5930
$5K ﹤0.01%
+200
5931
– –
0
5932
– –
0
5933
$5K ﹤0.01%
450
-492
5934
$5K ﹤0.01%
861
-1,395
5935
$5K ﹤0.01%
500
-1,429
5936
$5K ﹤0.01%
+398
5937
$5K ﹤0.01%
1,047
-1,882
5938
$5K ﹤0.01%
382
-468
5939
$5K ﹤0.01%
728
+158
5940
$5K ﹤0.01%
+300
5941
$5K ﹤0.01%
358
+357
5942
$5K ﹤0.01%
144
5943
$5K ﹤0.01%
+475
5944
$5K ﹤0.01%
1,036
-58
5945
$5K ﹤0.01%
+200
5946
$5K ﹤0.01%
625
+323
5947
$5K ﹤0.01%
1,028
-548
5948
$5K ﹤0.01%
600
-2,096
5949
$5K ﹤0.01%
+443
5950
$5K ﹤0.01%
1,373
-317
236 237
238
239 240