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
1076
$7M 0.01%
557,096
+66,297
1077
$6.99M 0.01%
50,420
+4,017
1078
$6.99M 0.01%
235,672
+72,936
1079
$6.99M 0.01%
64,759
+55,582
1080
$6.98M 0.01%
417,299
-150,173
1081
$6.96M 0.01%
719,360
-39,608
1082
$6.93M 0.01%
85,276
+20,850
1083
$6.92M 0.01%
497,136
+29,114
1084
$6.91M 0.01%
147,765
+28,456
1085
$6.9M 0.01%
156,552
+1,919
1086
$6.9M 0.01%
147,891
-29,176
1087
$6.89M 0.01%
188,002
-34,130
1088
$6.87M 0.01%
118,517
+40,029
1089
$6.86M 0.01%
604,021
-62,057
1090
$6.85M 0.01%
409,178
+87,554
1091
$6.81M 0.01%
195,544
+48,611
1092
$6.81M 0.01%
73,247
-5,611
1093
$6.8M 0.01%
168,132
-1,538
1094
$6.79M 0.01%
299,518
+139,188
1095
$6.79M 0.01%
184,076
+100,369
1096
$6.78M 0.01%
463,723
+58,377
1097
$6.78M 0.01%
225,736
-5,864
1098
$6.76M 0.01%
192,901
+2,755
1099
$6.76M 0.01%
639,592
+21,341
1100
$6.76M 0.01%
210,710
-12,401
42 43
44
45 46