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
651
$16M 0.02%
349,058
+43,455
652
$16M 0.02%
249,880
+83,204
653
$15.9M 0.02%
533,935
+91,276
654
$15.9M 0.02%
1,162,741
-794,838
655
$15.9M 0.02%
500,728
+80,574
656
$15.9M 0.02%
470,817
-2,743
657
$15.9M 0.02%
594,345
-12,836
658
$15.8M 0.02%
299,621
-73,348
659
$15.7M 0.02%
148,282
-138
660
$15.7M 0.02%
1,805,502
-1,070,724
661
$15.7M 0.02%
835,373
+319,662
662
$15.7M 0.02%
209,832
+89,649
663
$15.7M 0.02%
363,407
+21,854
664
$15.6M 0.02%
792,614
+71,725
665
$15.5M 0.02%
515,808
+499,090
666
$15.4M 0.02%
166,687
-7,855
667
$15.3M 0.02%
145,907
+16,699
668
$15.3M 0.02%
667,407
+236,575
669
$15.2M 0.02%
593,508
+147,040
670
$15.1M 0.02%
191,968
+44,570
671
$15M 0.02%
226,448
+64,949
672
$15M 0.02%
305,568
-9,266
673
$15M 0.02%
279,328
+42,968
674
$15M 0.02%
340,845
+11,698
675
$14.9M 0.02%
447,491
-82,297
25 26
27
28 29