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
6126
$1K ﹤0.01%
160
-4,564
6127
$1K ﹤0.01%
250
-68,313
6128
$1K ﹤0.01%
1,037
-1,202
6129
– –
0
6130
$1K ﹤0.01%
+250
6131
$1K ﹤0.01%
54
-385
6132
$1K ﹤0.01%
+213
6133
$1K ﹤0.01%
50
6134
$1K ﹤0.01%
300
-615
6135
$1K ﹤0.01%
+723
6136
$1K ﹤0.01%
100
-7,121
6137
$1K ﹤0.01%
1,169
+1,060
6138
$1K ﹤0.01%
346
-220
6139
$1K ﹤0.01%
1
-1
6140
$1K ﹤0.01%
76
-303
6141
$1K ﹤0.01%
+10
6142
$1K ﹤0.01%
91
+78
6143
$1K ﹤0.01%
+36
6144
$1K ﹤0.01%
+72
6145
$1K ﹤0.01%
+220
6146
$1K ﹤0.01%
253
-291
6147
$1K ﹤0.01%
941
-1,261
6148
$1K ﹤0.01%
72
+22
6149
$1K ﹤0.01%
+83
6150
$1K ﹤0.01%
+2,821
244 245
246
247 248