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
926
$9.01M 0.01%
408,057
-71,321
927
$8.99M 0.01%
349,424
+45,497
928
$8.97M 0.01%
276,925
+37,211
929
$8.97M 0.01%
130,923
+3,650
930
$8.93M 0.01%
189,438
+14,418
931
$8.93M 0.01%
399,849
-88,361
932
$8.91M 0.01%
239,427
-21,361
933
$8.88M 0.01%
632,657
+90,849
934
$8.87M 0.01%
117,760
+4,805
935
$8.87M 0.01%
447,670
+179,139
936
$8.86M 0.01%
226,785
-81,301
937
$8.86M 0.01%
1,193,508
+456,728
938
$8.84M 0.01%
154,924
+94,494
939
$8.84M 0.01%
234,013
-31,163
940
$8.83M 0.01%
1,665,460
+789,629
941
$8.8M 0.01%
206,958
+205,874
942
$8.8M 0.01%
117,320
+82,355
943
$8.8M 0.01%
73,642
+12,907
944
$8.73M 0.01%
159,759
-20,071
945
$8.71M 0.01%
192,506
+13,254
946
$8.69M 0.01%
117,409
-39,200
947
$8.67M 0.01%
211,309
+13,280
948
$8.64M 0.01%
345,467
+33,527
949
$8.63M 0.01%
451,592
-20,793
950
$8.61M 0.01%
174,240
+19,739
36 37
38
39 40