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
1101
$6.76M 0.01%
+138,137
1102
$6.75M 0.01%
554,933
-66,434
1103
$6.73M 0.01%
414,731
+121,775
1104
$6.72M 0.01%
1,338,366
+46,781
1105
$6.71M 0.01%
214,501
-30,072
1106
$6.7M 0.01%
78,096
-17,536
1107
$6.7M 0.01%
16,310
+4,689
1108
$6.69M 0.01%
144,008
+14,060
1109
$6.69M 0.01%
+161,454
1110
$6.68M 0.01%
542,315
+7,160
1111
$6.68M 0.01%
897,438
+84,836
1112
$6.66M 0.01%
267,608
+65,873
1113
$6.65M 0.01%
435,710
-14,525
1114
$6.64M 0.01%
325,088
-296,577
1115
$6.64M 0.01%
62,078
+1,175
1116
$6.63M 0.01%
69,266
+11,378
1117
$6.63M 0.01%
1,217,896
+855,032
1118
$6.63M 0.01%
423,714
+13,503
1119
$6.62M 0.01%
110,047
-9,806
1120
$6.62M 0.01%
235,558
+33,474
1121
$6.6M 0.01%
563,550
-191,190
1122
$6.6M 0.01%
95,760
+42,005
1123
$6.6M 0.01%
204,070
+41,910
1124
$6.56M 0.01%
212,379
-32,366
1125
$6.53M 0.01%
264,945
+95,797
43 44
45
46 47