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
976
$8.11M 0.01%
167,913
+51,021
977
$8.09M 0.01%
210,326
-5,052
978
$8.09M 0.01%
96,040
+9,968
979
$8.08M 0.01%
152,127
-3,407
980
$8.07M 0.01%
108,244
+3,752
981
$8.06M 0.01%
460,281
-28,472
982
$8.06M 0.01%
127,418
-7,648
983
$8.05M 0.01%
71,928
+14,424
984
$8.05M 0.01%
1,986,125
+378,890
985
$8.05M 0.01%
292,660
+173,473
986
$8.04M 0.01%
195,157
+134,385
987
$8.03M 0.01%
241,304
+37,467
988
$8.02M 0.01%
137,580
+28,837
989
$8.02M 0.01%
254,841
+93,793
990
$8.01M 0.01%
550,377
+4,141
991
$7.99M 0.01%
642,309
+119,112
992
$7.97M 0.01%
451,026
-48,986
993
$7.95M 0.01%
213,348
-38,770
994
$7.92M 0.01%
240,137
-41,514
995
$7.92M 0.01%
485,678
+20,079
996
$7.91M 0.01%
618,022
+412,044
997
$7.9M 0.01%
122,250
+38,416
998
$7.89M 0.01%
256,917
+39,442
999
$7.89M 0.01%
234,111
+95,674
1000
$7.86M 0.01%
150,148
-2,104
38 39
40
41 42