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
1251
$5.29M 0.01%
79,849
-153
1252
$5.29M 0.01%
587,479
-647,903
1253
$5.28M 0.01%
181,004
-46,804
1254
$5.25M 0.01%
141,137
+7,396
1255
$5.24M 0.01%
12,400
+4,779
1256
$5.22M 0.01%
173,080
+34,071
1257
$5.21M 0.01%
60,147
-3,317
1258
$5.21M 0.01%
141,894
+13,758
1259
$5.2M 0.01%
398,404
+10,678
1260
$5.18M 0.01%
195,792
+40,809
1261
$5.18M 0.01%
37,313
-166
1262
$5.16M 0.01%
286,095
+1,032
1263
$5.16M 0.01%
65,879
-287,692
1264
$5.15M 0.01%
262,263
-131,683
1265
$5.15M 0.01%
99,355
-3,054
1266
$5.15M 0.01%
320,669
-10,499
1267
$5.13M 0.01%
316,230
-11,450
1268
$5.12M 0.01%
335,262
+88,383
1269
$5.12M 0.01%
270,330
+74,376
1270
$5.11M 0.01%
185,312
+13,898
1271
$5.1M 0.01%
44,168
+8,538
1272
$5.1M 0.01%
122,966
+48,311
1273
$5.1M 0.01%
1,059,812
+835,391
1274
$5.1M 0.01%
107,943
-34,685
1275
$5.05M 0.01%
68,340
+5,806
49 50
51
52 53