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
626
$17.3M 0.02%
245,999
+3,600
627
$17.1M 0.02%
1,007,426
+178,326
628
$17.1M 0.02%
297,753
-41,741
629
$17.1M 0.02%
1,344,680
+414,955
630
$17M 0.02%
441,477
+169,679
631
$17M 0.02%
402,740
+101,110
632
$16.9M 0.02%
390,509
+96,360
633
$16.9M 0.02%
296,797
+68,545
634
$16.8M 0.02%
65,009
-139,589
635
$16.8M 0.02%
209,022
+75,698
636
$16.8M 0.02%
725,131
+127,873
637
$16.8M 0.02%
152,086
+62,887
638
$16.7M 0.02%
509,615
+33,678
639
$16.6M 0.02%
396,473
-60,308
640
$16.6M 0.02%
756,994
+138,520
641
$16.4M 0.02%
595,131
+117,281
642
$16.4M 0.02%
210,742
-52,182
643
$16.3M 0.02%
2,056,131
+190,822
644
$16.3M 0.02%
273,922
-80,922
645
$16.2M 0.02%
269,496
+75,893
646
$16.1M 0.02%
757,413
+240,823
647
$16.1M 0.02%
116,665
+3,616
648
$16.1M 0.02%
125,644
+8,260
649
$16.1M 0.02%
680,382
+381,916
650
$16.1M 0.02%
322,898
+126,940
24 25
26
27 28