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
1201
$5.82M 0.01%
223,660
+6,688
1202
$5.81M 0.01%
461,192
-40,316
1203
$5.78M 0.01%
96,213
-20,471
1204
$5.75M 0.01%
137,588
-59,003
1205
$5.73M 0.01%
126,171
-28,113
1206
$5.73M 0.01%
229,784
+74,340
1207
$5.72M 0.01%
67,131
+8,415
1208
$5.7M 0.01%
45,498
+9,781
1209
$5.69M 0.01%
397,165
+9,630
1210
$5.68M 0.01%
216,348
-15,729
1211
$5.67M 0.01%
957,699
-8,763
1212
$5.64M 0.01%
336,923
+84,314
1213
$5.63M 0.01%
344,989
+115,351
1214
$5.63M 0.01%
173,778
+11,926
1215
$5.62M 0.01%
310,945
-35,490
1216
$5.62M 0.01%
364,049
+21,595
1217
$5.61M 0.01%
76,948
+16,592
1218
$5.61M 0.01%
84,763
-22,894
1219
$5.61M 0.01%
227,307
-14,082
1220
$5.59M 0.01%
250,625
+102,264
1221
$5.58M 0.01%
96,574
-17,825
1222
$5.58M 0.01%
389,649
+6,640
1223
$5.56M 0.01%
60,794
-3,740
1224
$5.55M 0.01%
170,106
-28,480
1225
$5.55M 0.01%
68,722
-20,698
47 48
49
50 51