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
951
$8.61M 0.01%
201,095
+36,245
952
$8.61M 0.01%
78,294
+14,082
953
$8.61M 0.01%
182,734
+2,438
954
$8.6M 0.01%
67,692
-5,152
955
$8.54M 0.01%
250,060
+133,662
956
$8.53M 0.01%
475,235
-9,825
957
$8.5M 0.01%
467,255
+356,366
958
$8.49M 0.01%
137,342
-68,184
959
$8.45M 0.01%
197,547
-93,226
960
$8.43M 0.01%
319,932
-120,741
961
$8.43M 0.01%
644,931
+13,742
962
$8.38M 0.01%
2,488,550
+300,425
963
$8.38M 0.01%
133,901
-26,421
964
$8.36M 0.01%
257,642
-4,128
965
$8.35M 0.01%
1,397,920
+11,734
966
$8.34M 0.01%
1,021,809
+232,520
967
$8.33M 0.01%
87,509
+3,983
968
$8.29M 0.01%
200,984
-5,468
969
$8.29M 0.01%
63,613
-16,861
970
$8.26M 0.01%
71,595
+11,576
971
$8.24M 0.01%
629,844
+256,980
972
$8.2M 0.01%
628,248
+109,352
973
$8.16M 0.01%
489,356
-989,255
974
$8.12M 0.01%
93,698
-18,839
975
$8.12M 0.01%
73,868
-29,716
37 38
39
40 41