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
5951
$5K ﹤0.01%
77
-526
5952
$5K ﹤0.01%
+457
5953
$5K ﹤0.01%
505
+87
5954
$5K ﹤0.01%
286
5955
$5K ﹤0.01%
882
+41
5956
$5K ﹤0.01%
1,301
+579
5957
$5K ﹤0.01%
461
-1,359
5958
$5K ﹤0.01%
644
-2,994
5959
$5K ﹤0.01%
+1,484
5960
$5K ﹤0.01%
10,481
-19,048
5961
$5K ﹤0.01%
+155
5962
$5K ﹤0.01%
8,074
5963
$4K ﹤0.01%
+2,922
5964
$4K ﹤0.01%
23
-62
5965
$4K ﹤0.01%
400
-7,476
5966
$4K ﹤0.01%
261
-207
5967
$4K ﹤0.01%
300
-5,053
5968
– –
0
5969
$4K ﹤0.01%
1,173
+1,147
5970
$4K ﹤0.01%
580
-6,360
5971
$4K ﹤0.01%
394
5972
$4K ﹤0.01%
1,031
+106
5973
$4K ﹤0.01%
367
-1,218
5974
$4K ﹤0.01%
307
+184
5975
$4K ﹤0.01%
+1,767
237 238
239
240 241