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
51
$272M 0.28%
5,214,625
+253,748
52
$265M 0.27%
4,865,987
+376,821
53
$265M 0.27%
5,026,388
+694,384
54
$259M 0.27%
3,855,980
+2,941,960
55
$254M 0.26%
4,385,220
+191,924
56
$250M 0.26%
2,956,845
+135,028
57
$250M 0.26%
3,131,337
+304,854
58
$249M 0.25%
2,490,111
-72,472
59
$245M 0.25%
2,826,506
+512,333
60
$242M 0.25%
14,351,223
+1,625,559
61
$240M 0.25%
5,118,832
+324,161
62
$234M 0.24%
6,076,476
+1,348,244
63
$233M 0.24%
7,510,648
+477,310
64
$233M 0.24%
3,219,510
+206,000
65
$231M 0.24%
2,830,681
+175,516
66
$231M 0.24%
11,542,780
+759,308
67
$228M 0.23%
10,124,216
+1,018,708
68
$228M 0.23%
2,516,736
+1,549,629
69
$226M 0.23%
5,687,382
+629,348
70
$223M 0.23%
4,828,880
+515,083
71
$222M 0.23%
13,477,036
+4,340,308
72
$220M 0.22%
2,850,346
+207,728
73
$218M 0.22%
5,767,957
+563,591
74
$217M 0.22%
1,910,004
-355,907
75
$215M 0.22%
5,252,506
+1,227,350