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
6126
$2K ﹤0.01%
+867
6127
$2K ﹤0.01%
+28
6128
$2K ﹤0.01%
1,159
+359
6129
$2K ﹤0.01%
300
+88
6130
$2K ﹤0.01%
100
+16
6131
$2K ﹤0.01%
592
-22
6132
$2K ﹤0.01%
650
-6,144
6133
$2K ﹤0.01%
400
6134
$2K ﹤0.01%
+167
6135
$2K ﹤0.01%
100
-5,780
6136
$2K ﹤0.01%
260
6137
$2K ﹤0.01%
782
-643
6138
$2K ﹤0.01%
+889
6139
$2K ﹤0.01%
412
-4,059
6140
$2K ﹤0.01%
+140
6141
– –
0
6142
$2K ﹤0.01%
+725
6143
$2K ﹤0.01%
+325
6144
$2K ﹤0.01%
100
-1,134
6145
$2K ﹤0.01%
166
6146
$2K ﹤0.01%
27
-3
6147
$2K ﹤0.01%
112
-709
6148
$2K ﹤0.01%
160
-24,967
6149
$2K ﹤0.01%
1,000
-278,000
6150
$2K ﹤0.01%
240
244 245
246
247 248