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
1176
$6M 0.01%
428,348
-22,309
1177
$6M 0.01%
281,290
-39,904
1178
$5.99M 0.01%
224,147
+58,228
1179
$5.98M 0.01%
104,246
-178,582
1180
$5.98M 0.01%
600,512
+1,597
1181
$5.98M 0.01%
227,116
-29,224
1182
$5.98M 0.01%
872,386
+431,218
1183
$5.97M 0.01%
74,852
-7,429
1184
$5.97M 0.01%
445,694
-1,790
1185
$5.97M 0.01%
424,979
+153,472
1186
$5.95M 0.01%
262,234
+203,974
1187
$5.93M 0.01%
198,553
-93,144
1188
$5.93M 0.01%
291,943
-27,399
1189
$5.92M 0.01%
769,528
+445,424
1190
$5.89M 0.01%
99,400
-16
1191
$5.87M 0.01%
213,684
+107,554
1192
$5.86M 0.01%
171,653
-20,211
1193
$5.86M 0.01%
359,461
+130,042
1194
$5.85M 0.01%
234,276
-46,070
1195
$5.85M 0.01%
67,690
-6,934
1196
$5.84M 0.01%
598,177
-254,138
1197
$5.84M 0.01%
161,430
+7,201
1198
$5.84M 0.01%
235,344
+12,192
1199
$5.84M 0.01%
225,605
-41,261
1200
$5.83M 0.01%
87,101
+68,994
46 47
48
49 50