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 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
6626
0
6627
-622
6628
-1,015
6629
$0 ﹤0.01%
175
+89
6630
-1,521
6631
$0 ﹤0.01%
+10
6632
-612
6633
$0 ﹤0.01%
80
6634
$0 ﹤0.01%
+955
6635
$0 ﹤0.01%
+189
6636
$0 ﹤0.01%
49,699
6637
-6,613
6638
-50,955
6639
-7,956
6640
-15,677
6641
-744
6642
-1,868
6643
-4,745
6644
-134
6645
-97
6646
-1,225
6647
$0 ﹤0.01%
55
-493
6648
-875
6649
-790
6650
-2,175