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
676
$14.8M 0.02%
740,511
-144,755
677
$14.8M 0.02%
15,735
-719
678
$14.8M 0.02%
580,439
+13,362
679
$14.7M 0.02%
309,217
-42,298
680
$14.7M 0.02%
961,378
+81,471
681
$14.7M 0.02%
61,029
+27,774
682
$14.7M 0.02%
292,177
+22,218
683
$14.7M 0.02%
292,267
+84,565
684
$14.6M 0.02%
240,386
-30,616
685
$14.6M 0.01%
342,367
+92,861
686
$14.6M 0.01%
74,436
+8,364
687
$14.6M 0.01%
530,400
-31,912
688
$14.5M 0.01%
178,068
+83,170
689
$14.5M 0.01%
289,364
+85,595
690
$14.4M 0.01%
482,549
+26,050
691
$14.4M 0.01%
354,253
+170,448
692
$14.4M 0.01%
65,631
+5,671
693
$14.4M 0.01%
579,099
-133,078
694
$14.3M 0.01%
89,069
-1,335
695
$14.3M 0.01%
506,751
-114,139
696
$14.2M 0.01%
354,072
-11,159
697
$14.2M 0.01%
92,150
+40,619
698
$14.2M 0.01%
430,627
+119,986
699
$14.2M 0.01%
190,721
+59,065
700
$14.2M 0.01%
139,857
+64,533
26 27
28
29 30