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
601
$18.2M 0.02%
69,538
+7,028
602
$18.2M 0.02%
416,289
+110,623
603
$18.1M 0.02%
1,004,283
+140,295
604
$18.1M 0.02%
1,184,340
+738,898
605
$18.1M 0.02%
287,745
+22,593
606
$18M 0.02%
48,244
+15,173
607
$17.9M 0.02%
214,494
+6,679
608
$17.9M 0.02%
407,579
+59,281
609
$17.8M 0.02%
162,909
+61,136
610
$17.8M 0.02%
792,983
+265,275
611
$17.8M 0.02%
422,364
+55,138
612
$17.8M 0.02%
863,632
-44,429
613
$17.7M 0.02%
1,758,974
+28,818
614
$17.7M 0.02%
415,924
-196,243
615
$17.6M 0.02%
241,923
+8,624
616
$17.6M 0.02%
1,037,920
+127,918
617
$17.6M 0.02%
225,143
+224,296
618
$17.6M 0.02%
535,817
+112,785
619
$17.6M 0.02%
2,954,848
-666,925
620
$17.6M 0.02%
3,434,640
+1,411,820
621
$17.5M 0.02%
996,107
-369,223
622
$17.4M 0.02%
453,620
+162,443
623
$17.3M 0.02%
744,472
-45,952
624
$17.3M 0.02%
324,750
+156,874
625
$17.3M 0.02%
458,514
-3,309
23 24
25
26 27