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
901
$9.42M 0.01%
546,934
+87,838
902
$9.41M 0.01%
380,469
-85,842
903
$9.4M 0.01%
64,228
-6,482
904
$9.39M 0.01%
430,673
+120,569
905
$9.37M 0.01%
203,407
+73,831
906
$9.35M 0.01%
581,246
+60,313
907
$9.35M 0.01%
84,077
+10,000
908
$9.34M 0.01%
139,747
-58,535
909
$9.27M 0.01%
173,620
-8,681
910
$9.27M 0.01%
41,340
+26,476
911
$9.26M 0.01%
235,612
-44,346
912
$9.26M 0.01%
93,230
+26,105
913
$9.23M 0.01%
200,448
+97,601
914
$9.17M 0.01%
466,980
+526
915
$9.15M 0.01%
245,522
-48,310
916
$9.11M 0.01%
175,995
+10,044
917
$9.1M 0.01%
103,597
-15,180
918
$9.08M 0.01%
215,569
-12,539
919
$9.08M 0.01%
229,673
-21,160
920
$9.08M 0.01%
183,865
+17,518
921
$9.06M 0.01%
281,874
-191,396
922
$9.06M 0.01%
343,426
-152,870
923
$9.03M 0.01%
168,567
-46,282
924
$9.03M 0.01%
175,517
-17,628
925
$9.03M 0.01%
37,327
+12,225
35 36
37
38 39