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
851
$10.5M 0.01%
430,473
+110,201
852
$10.5M 0.01%
135,761
+60,211
853
$10.4M 0.01%
242,269
-89,307
854
$10.4M 0.01%
143,878
+19,322
855
$10.4M 0.01%
1,106,668
-18,550
856
$10.4M 0.01%
202,235
-110,958
857
$10.4M 0.01%
466,955
+60,560
858
$10.3M 0.01%
95,199
-18,119
859
$10.3M 0.01%
165,862
+76,135
860
$10.3M 0.01%
377,283
+197,350
861
$10.2M 0.01%
821,574
+31,848
862
$10.2M 0.01%
88,726
+17,464
863
$10.2M 0.01%
76,894
+22,667
864
$10.1M 0.01%
649,411
+474,118
865
$10.1M 0.01%
448,587
+40,580
866
$10.1M 0.01%
194,371
+11,452
867
$10.1M 0.01%
218,224
+178,374
868
$10M 0.01%
349,567
+214,465
869
$10M 0.01%
535,021
-20,047
870
$9.99M 0.01%
367,294
+15,191
871
$9.97M 0.01%
1,206,942
+485,462
872
$9.91M 0.01%
258,749
+77,263
873
$9.91M 0.01%
243,642
+53,478
874
$9.9M 0.01%
234,006
-61,775
875
$9.89M 0.01%
686,402
+205,781
33 34
35
36 37