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
701
$14M 0.01%
209,071
+21,097
702
$13.9M 0.01%
290,872
+38,747
703
$13.9M 0.01%
315,600
+184,316
704
$13.8M 0.01%
547,556
+105,664
705
$13.8M 0.01%
715,654
+210,147
706
$13.8M 0.01%
527,221
-55,923
707
$13.8M 0.01%
223,976
+14,785
708
$13.8M 0.01%
176,538
+47,879
709
$13.7M 0.01%
242,202
-77,981
710
$13.7M 0.01%
143,456
-32,400
711
$13.6M 0.01%
213,022
+31,126
712
$13.6M 0.01%
646,334
+46,948
713
$13.6M 0.01%
273,198
+131,970
714
$13.6M 0.01%
228,371
-5,969
715
$13.5M 0.01%
108,654
+32,157
716
$13.5M 0.01%
648,537
+231,961
717
$13.5M 0.01%
368,708
+326,228
718
$13.5M 0.01%
651,043
-30,179
719
$13.4M 0.01%
2,060,370
-3,900,719
720
$13.4M 0.01%
219,963
-217,668
721
$13.4M 0.01%
879,678
+8,551
722
$13.3M 0.01%
359,363
+1,816
723
$13.3M 0.01%
947,796
-230,920
724
$13.3M 0.01%
706,852
-84,136
725
$13.3M 0.01%
452,008
-86,104
27 28
29
30 31