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
826
$10.9M 0.01%
37,080
+8,395
827
$10.9M 0.01%
541,860
+17,154
828
$10.9M 0.01%
194,399
+101,099
829
$10.9M 0.01%
236,900
+38,262
830
$10.9M 0.01%
263,793
-19,024
831
$10.9M 0.01%
988,092
+517,164
832
$10.8M 0.01%
1,235,889
+250,024
833
$10.8M 0.01%
246,045
+38,261
834
$10.8M 0.01%
1,168,514
+420,235
835
$10.8M 0.01%
624,155
-115,215
836
$10.8M 0.01%
930,906
+12,022
837
$10.7M 0.01%
636,443
-52,294
838
$10.7M 0.01%
536,722
-11,804
839
$10.6M 0.01%
155,963
+25,640
840
$10.6M 0.01%
425,492
-89,803
841
$10.6M 0.01%
433,610
-77,644
842
$10.6M 0.01%
245,239
-5,006
843
$10.6M 0.01%
369,828
+9,290
844
$10.5M 0.01%
230,818
+82,169
845
$10.5M 0.01%
161,943
+1,901
846
$10.5M 0.01%
212,969
+166,035
847
$10.5M 0.01%
878,714
-3,296
848
$10.5M 0.01%
705,052
+45,221
849
$10.5M 0.01%
531,997
+241,367
850
$10.5M 0.01%
279,119
-29,315
32 33
34
35 36