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
776
$12M 0.01%
268,155
-5,273
777
$12M 0.01%
366,118
-128,344
778
$11.9M 0.01%
400,188
+220,819
779
$11.9M 0.01%
448,245
+33,277
780
$11.9M 0.01%
155,163
+478
781
$11.9M 0.01%
1,347,511
-1,713,251
782
$11.9M 0.01%
1,035,941
+612,425
783
$11.9M 0.01%
160,726
-38,713
784
$11.9M 0.01%
841,052
+40,764
785
$11.8M 0.01%
521,746
+166,570
786
$11.8M 0.01%
845,640
+30,492
787
$11.8M 0.01%
342,155
-893
788
$11.8M 0.01%
220,514
-153,818
789
$11.8M 0.01%
156,618
+133,839
790
$11.8M 0.01%
753,212
-59,512
791
$11.7M 0.01%
932,728
-120,292
792
$11.7M 0.01%
998,201
-349,514
793
$11.7M 0.01%
115,238
-39,915
794
$11.6M 0.01%
484,370
+99,540
795
$11.6M 0.01%
+345,694
796
$11.5M 0.01%
689,245
+269,794
797
$11.5M 0.01%
210,923
+57,389
798
$11.5M 0.01%
500,468
-280,411
799
$11.4M 0.01%
295,084
+33,830
800
$11.4M 0.01%
326,340
+8,232
30 31
32
33 34