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
576
$19.4M 0.02%
687,059
-208,118
577
$19.4M 0.02%
503,780
+62,556
578
$19.4M 0.02%
265,362
-10,000
579
$19.4M 0.02%
1,939,133
+87,566
580
$19.4M 0.02%
424,282
-131,168
581
$19.4M 0.02%
820,665
+90,921
582
$19.3M 0.02%
704,977
-172,196
583
$19.2M 0.02%
1,778,423
+56,938
584
$19.1M 0.02%
396,830
+258,938
585
$19M 0.02%
366,366
+2,732
586
$18.9M 0.02%
1,409,100
+187,650
587
$18.9M 0.02%
137,632
+22,796
588
$18.9M 0.02%
263,778
+33,014
589
$18.9M 0.02%
1,113,910
+176,810
590
$18.7M 0.02%
246,721
+4,640
591
$18.6M 0.02%
1,404,056
+6,397
592
$18.6M 0.02%
328,968
+1,089
593
$18.5M 0.02%
509,861
-6,052
594
$18.5M 0.02%
585,106
+31,216
595
$18.4M 0.02%
929,296
+12,128
596
$18.4M 0.02%
430,984
+118,354
597
$18.4M 0.02%
828,615
+168,848
598
$18.4M 0.02%
200,106
+94,342
599
$18.4M 0.02%
858,720
+74,840
600
$18.2M 0.02%
1,010,972
+20,640
22 23
24
25 26