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
1051
$7.32M 0.01%
134,528
+61,805
1052
$7.3M 0.01%
152,770
-53,543
1053
$7.29M 0.01%
176,004
-606
1054
$7.28M 0.01%
68,077
-26,991
1055
$7.27M 0.01%
698,618
-63,062
1056
$7.26M 0.01%
113,172
+3,339
1057
$7.25M 0.01%
53,833
+6,671
1058
$7.24M 0.01%
407,023
+24,149
1059
$7.23M 0.01%
556,012
+76,774
1060
$7.22M 0.01%
277,952
+112,568
1061
$7.21M 0.01%
501,349
+72,637
1062
$7.21M 0.01%
236,166
+143
1063
$7.2M 0.01%
188,856
-80,368
1064
$7.19M 0.01%
72,221
+9,096
1065
$7.18M 0.01%
84,216
+14,262
1066
$7.18M 0.01%
680,384
+455,144
1067
$7.18M 0.01%
330,450
-53,390
1068
$7.17M 0.01%
311,075
-132,951
1069
$7.17M 0.01%
98,349
-17,597
1070
$7.17M 0.01%
174,379
+122,981
1071
$7.16M 0.01%
253,544
-81,581
1072
$7.16M 0.01%
158,210
-11,685
1073
$7.12M 0.01%
284,465
+8,829
1074
$7.03M 0.01%
200,679
-133,798
1075
$7.02M 0.01%
402,485
+21,290
41 42
43
44 45