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 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
101
$185M 0.19%
2,657,159
+199,175
102
$184M 0.19%
3,462,415
+205,477
103
$183M 0.19%
1,965,092
+54,973
104
$181M 0.19%
10,386,836
-615,329
105
$180M 0.18%
4,484,220
+173,806
106
$177M 0.18%
1,584,611
+318,459
107
$176M 0.18%
4,558,346
+807,924
108
$174M 0.18%
3,069,607
+426,700
109
$174M 0.18%
3,752,084
-9,303
110
$171M 0.18%
4,156,691
+612,160
111
$171M 0.17%
3,251,250
+450,438
112
$169M 0.17%
1,573,917
-249,281
113
$168M 0.17%
7,504,540
+208,188
114
$166M 0.17%
2,947,736
+2,653,827
115
$166M 0.17%
3,271,562
-1,906,281
116
$165M 0.17%
2,797,856
+2,172,024
117
$163M 0.17%
4,908,164
+108,806
118
$162M 0.17%
7,978,063
+680,824
119
$162M 0.17%
3,381,425
+1,725,627
120
$161M 0.16%
2,599,880
+339,347
121
$160M 0.16%
3,811,874
+237,916
122
$158M 0.16%
2,606,932
-46,470
123
$156M 0.16%
6,107,838
-818,522
124
$155M 0.16%
2,360,469
+75,889
125
$154M 0.16%
2,774,704
+250,438