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
726
$13.3M 0.01%
102,800
+10,076
727
$13.3M 0.01%
805,906
+5,071
728
$13.3M 0.01%
442,900
-19,521
729
$13.2M 0.01%
386,550
+155,193
730
$13.1M 0.01%
316,672
+55,757
731
$13.1M 0.01%
186,567
+154,890
732
$13.1M 0.01%
440,649
-6,699
733
$13.1M 0.01%
468,747
-6,006
734
$13.1M 0.01%
485,025
-118,296
735
$13.1M 0.01%
235,514
+37,969
736
$13M 0.01%
444,274
+16,285
737
$13M 0.01%
311,976
-101,497
738
$13M 0.01%
314,162
+10,831
739
$12.8M 0.01%
615,471
-95,437
740
$12.8M 0.01%
292,841
+124,117
741
$12.8M 0.01%
471,380
+28,030
742
$12.7M 0.01%
633,072
-82,486
743
$12.7M 0.01%
213,267
-23,172
744
$12.7M 0.01%
792,696
+780,134
745
$12.7M 0.01%
200,232
-1,339
746
$12.7M 0.01%
224,135
+46,527
747
$12.7M 0.01%
309,394
+93,974
748
$12.6M 0.01%
499,401
-35,463
749
$12.6M 0.01%
458,342
+6,808
750
$12.6M 0.01%
198,073
+44,321
28 29
30
31 32