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
1151
$6.19M 0.01%
207,620
+71,200
1152
$6.19M 0.01%
509,942
+205,293
1153
$6.18M 0.01%
56,791
-4,602
1154
$6.17M 0.01%
155,426
-13,754
1155
$6.16M 0.01%
97,931
-8,560
1156
$6.16M 0.01%
153,202
-25,033
1157
$6.16M 0.01%
1,239,446
-989,893
1158
$6.16M 0.01%
295,844
+244,928
1159
$6.14M 0.01%
63,246
+12,018
1160
$6.14M 0.01%
161,649
+20,362
1161
$6.14M 0.01%
295,575
+31,784
1162
$6.13M 0.01%
55,061
-63
1163
$6.13M 0.01%
298,758
-2,104
1164
$6.12M 0.01%
75,602
+70,847
1165
$6.12M 0.01%
549,499
-154,975
1166
$6.11M 0.01%
693,460
-12,535,621
1167
$6.08M 0.01%
111,017
+21,704
1168
$6.07M 0.01%
456,090
+10,482
1169
$6.05M 0.01%
199,752
-35,057
1170
$6.04M 0.01%
35,963
+12,317
1171
$6.04M 0.01%
742,607
+244,251
1172
$6.03M 0.01%
198,872
+48,963
1173
$6.03M 0.01%
108,742
-690
1174
$6.03M 0.01%
146,174
-2,508
1175
$6.01M 0.01%
253,354
+20,872
45 46
47
48 49