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
1276
$5.04M 0.01%
331,968
-50,724
1277
$5.04M 0.01%
129,174
-6,445
1278
$5.04M 0.01%
114,962
-31,916
1279
$5.04M 0.01%
+809,967
1280
$5.03M 0.01%
99,912
+14,912
1281
$5.03M 0.01%
123,696
+12,612
1282
$5.03M 0.01%
234,938
+1,619
1283
$5.02M 0.01%
40,759
+2,701
1284
$5.02M 0.01%
375,785
-725
1285
$5M 0.01%
427,425
-28,760
1286
$5M 0.01%
106,944
-18,139
1287
$4.98M 0.01%
602,657
-117,804
1288
$4.98M 0.01%
46,938
+2,652
1289
$4.98M 0.01%
203,966
-39,653
1290
$4.94M 0.01%
79,201
-4,585
1291
$4.94M 0.01%
242,936
+35,132
1292
$4.93M 0.01%
239,349
+7,297
1293
$4.93M 0.01%
463,402
-46,743
1294
$4.92M 0.01%
244,073
-26,370
1295
$4.92M 0.01%
130,453
+4,580
1296
$4.92M 0.01%
183,275
-174,662
1297
$4.92M 0.01%
175,361
-12,972
1298
$4.92M 0.01%
175,475
+79,010
1299
$4.91M 0.01%
106,723
-33,066
1300
$4.91M 0.01%
94,980
-23,605
50 51
52
53 54