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
6826
– –
-2,622
6827
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-699
6828
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-145
6829
– –
-659
6830
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-1,292
6831
– –
-2,770
6832
– –
-35,350
6833
– –
-842
6834
– –
-434
6835
– –
-1,155
6836
– –
-311
6837
– –
-39
6838
– –
-2,847
6839
– –
-199
6840
– –
-23
6841
– –
-218,892
6842
– –
-1,016
6843
– –
-1,328
6844
– –
-17,101
6845
– –
-2,093
6846
– –
-1,533
6847
– –
-2,765
6848
– –
-207,435
6849
– –
-1,443
6850
– –
-73,202
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274
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