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
1226
$5.54M 0.01%
396,930
+116,649
1227
$5.54M 0.01%
214,889
+174,095
1228
$5.52M 0.01%
390,882
-2,628
1229
$5.51M 0.01%
358,401
+8,499
1230
$5.5M 0.01%
89,459
-42,475
1231
$5.49M 0.01%
1,148,957
-126,652
1232
$5.49M 0.01%
171,556
+36,179
1233
$5.47M 0.01%
121,975
+14,347
1234
$5.46M 0.01%
643,645
-138,108
1235
$5.45M 0.01%
196,837
+3,186
1236
$5.42M 0.01%
279,211
+73,006
1237
$5.42M 0.01%
88,933
+1,449
1238
$5.41M 0.01%
18,431
-7,376
1239
$5.41M 0.01%
185,547
-27,214
1240
$5.41M 0.01%
805,500
+49,500
1241
$5.41M 0.01%
7,077
+2,007
1242
$5.39M 0.01%
1,025,243
+65,839
1243
$5.39M 0.01%
86,631
+40,900
1244
$5.39M 0.01%
10,577
-333
1245
$5.38M 0.01%
49,302
-56,493
1246
$5.36M 0.01%
43,576
-4,587
1247
$5.34M 0.01%
236,753
+266
1248
$5.34M 0.01%
96,947
+47,098
1249
$5.3M 0.01%
174,187
+37,217
1250
$5.3M 0.01%
667,018
+368,778
48 49
50
51 52