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 7.94%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6001
$2K ﹤0.01%
1,358
-741
6002
$2K ﹤0.01%
+12
6003
$2K ﹤0.01%
72
6004
$2K ﹤0.01%
110
-490
6005
$2K ﹤0.01%
1
-54
6006
$2K ﹤0.01%
619
+369
6007
$2K ﹤0.01%
92
-2,616
6008
$2K ﹤0.01%
107
-105
6009
$2K ﹤0.01%
1
6010
$2K ﹤0.01%
984
-956
6011
$2K ﹤0.01%
+2,209
6012
$2K ﹤0.01%
+272
6013
$2K ﹤0.01%
+1,806
6014
$2K ﹤0.01%
+59
6015
$2K ﹤0.01%
+310
6016
$2K ﹤0.01%
+52
6017
$2K ﹤0.01%
281
-559
6018
$2K ﹤0.01%
61
-100
6019
$2K ﹤0.01%
203
-5,501
6020
$2K ﹤0.01%
200
-1,134
6021
$2K ﹤0.01%
918
+571
6022
$2K ﹤0.01%
58
-1,654
6023
$2K ﹤0.01%
83
-1,000
6024
$2K ﹤0.01%
505
-3,612
6025
$2K ﹤0.01%
861
-1,219
239 240
241
242 243