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
751
$12.6M 0.01%
154,070
-9,597
752
$12.6M 0.01%
234,348
-64,578
753
$12.5M 0.01%
165,693
+35,471
754
$12.5M 0.01%
225,525
-8,354
755
$12.5M 0.01%
309,576
+19,104
756
$12.4M 0.01%
1,457,505
-8,281,329
757
$12.4M 0.01%
1,307,142
+132,550
758
$12.4M 0.01%
163,173
-77,248
759
$12.4M 0.01%
453,549
-263,104
760
$12.4M 0.01%
167,739
+5,111
761
$12.3M 0.01%
1,320,260
-111,093
762
$12.3M 0.01%
468,091
-120,715
763
$12.3M 0.01%
197,567
-8,812
764
$12.3M 0.01%
287,934
+46,654
765
$12.2M 0.01%
331,368
+226,804
766
$12.2M 0.01%
238,488
+53,053
767
$12.2M 0.01%
31,428,680
-288,584,800
768
$12.2M 0.01%
248,225
+7,153
769
$12.2M 0.01%
409,071
+35,832
770
$12.1M 0.01%
705,436
+88,238
771
$12.1M 0.01%
112,971
+99,400
772
$12M 0.01%
237,290
-326,620
773
$12M 0.01%
161,402
+55,420
774
$12M 0.01%
459,329
-88,243
775
$12M 0.01%
439,030
+20,812
29 30
31
32 33