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
1126
$6.51M 0.01%
149,267
-103,577
1127
$6.5M 0.01%
196,903
+22,776
1128
$6.5M 0.01%
38,417
+7,282
1129
$6.49M 0.01%
236,777
+6,672
1130
$6.47M 0.01%
262,495
-45,570
1131
$6.46M 0.01%
162,656
+4,014
1132
$6.46M 0.01%
177,407
+46,562
1133
$6.45M 0.01%
77,463
-106,655
1134
$6.44M 0.01%
111,726
+54,026
1135
$6.39M 0.01%
664,695
+282,882
1136
$6.39M 0.01%
47,932
-601
1137
$6.38M 0.01%
167,284
-14,035
1138
$6.37M 0.01%
148,139
-356,307
1139
$6.36M 0.01%
59,899
+10,455
1140
$6.36M 0.01%
274,856
+219,701
1141
$6.35M 0.01%
249,640
+5,463
1142
$6.34M 0.01%
116,458
+5,216
1143
$6.33M 0.01%
506,700
+73,309
1144
$6.31M 0.01%
382,171
-137,196
1145
$6.31M 0.01%
66,244
+8,968
1146
$6.3M 0.01%
33,073
-2,362
1147
$6.29M 0.01%
355,829
+26,243
1148
$6.29M 0.01%
199,778
+14,129
1149
$6.27M 0.01%
243,787
-23,926
1150
$6.19M 0.01%
421,265
-166,595
44 45
46
47 48