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
801
$11.4M 0.01%
669,511
+142,100
802
$11.3M 0.01%
1,241,173
+393,990
803
$11.3M 0.01%
486,011
+156,260
804
$11.3M 0.01%
253,205
-44,557
805
$11.3M 0.01%
172,167
+25,969
806
$11.3M 0.01%
324,633
+8,774
807
$11.2M 0.01%
293,693
-59,698
808
$11.2M 0.01%
2,223,722
-1,128,543
809
$11.2M 0.01%
5,441,538
+1,293,143
810
$11.2M 0.01%
389,893
-175,208
811
$11.2M 0.01%
226,197
-27,733
812
$11.2M 0.01%
1,075,040
+247,990
813
$11.1M 0.01%
169,797
+17,788
814
$11.1M 0.01%
295,978
+3,000
815
$11.1M 0.01%
325,641
+68,029
816
$11.1M 0.01%
332,624
+202,975
817
$11.1M 0.01%
354,042
-50,955
818
$11M 0.01%
611,206
+12,926
819
$11M 0.01%
372,068
+112,320
820
$11M 0.01%
60,092
-23,891
821
$11M 0.01%
192,129
+8,099
822
$11M 0.01%
154,546
+25,951
823
$11M 0.01%
406,922
+336,644
824
$11M 0.01%
877,726
+430,026
825
$11M 0.01%
210,983
+110,704
31 32
33
34 35