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
1301
$4.91M 0.01%
85,203
-1,744
1302
$4.89M 0.01%
246,247
+81,069
1303
$4.88M 0.01%
393,372
-141,344
1304
$4.87M 0.01%
101,688
+43,218
1305
$4.86M 0.01%
62,223
+4,743
1306
$4.85M 0.01%
211,565
-58,424
1307
$4.84M 0.01%
51,761
+7,613
1308
$4.84M 0.01%
124,325
+68,819
1309
$4.84M ﹤0.01%
63,794
+27,716
1310
$4.84M ﹤0.01%
410,999
+158,890
1311
$4.83M ﹤0.01%
91,115
-93,185
1312
$4.82M ﹤0.01%
112,206
+13,757
1313
$4.82M ﹤0.01%
190,816
-5,138
1314
$4.81M ﹤0.01%
106,495
+24,155
1315
$4.81M ﹤0.01%
319,711
-40,603
1316
$4.81M ﹤0.01%
610,628
+18,720
1317
$4.8M ﹤0.01%
451,667
+145,476
1318
$4.79M ﹤0.01%
150,362
+105,982
1319
$4.78M ﹤0.01%
947,321
+53,471
1320
$4.76M ﹤0.01%
121,788
-2,944
1321
$4.75M ﹤0.01%
62,611
-45,588
1322
$4.75M ﹤0.01%
790,152
-173,184
1323
$4.74M ﹤0.01%
318,292
+15,366
1324
$4.73M ﹤0.01%
1,098,870
+78,395
1325
$4.71M ﹤0.01%
84,168
+3,781
51 52
53
54 55