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
1326
$4.7M ﹤0.01%
119,851
-4,774
1327
$4.69M ﹤0.01%
383,277
+54,561
1328
$4.69M ﹤0.01%
74,883
+4,574
1329
$4.67M ﹤0.01%
324,966
+46,530
1330
$4.66M ﹤0.01%
114,245
+36,091
1331
$4.65M ﹤0.01%
45,188
-11,140
1332
$4.65M ﹤0.01%
81,315
+24,182
1333
$4.63M ﹤0.01%
61,527
+11,134
1334
$4.62M ﹤0.01%
279,018
-126,362
1335
$4.61M ﹤0.01%
179,934
+49,930
1336
$4.58M ﹤0.01%
286,464
+205,364
1337
$4.58M ﹤0.01%
242,719
+1,310
1338
$4.58M ﹤0.01%
270,011
+78,494
1339
$4.58M ﹤0.01%
323,532
-20,714
1340
$4.57M ﹤0.01%
129,011
+66,003
1341
$4.57M ﹤0.01%
126,542
+65,736
1342
$4.56M ﹤0.01%
240,817
-299,433
1343
$4.56M ﹤0.01%
246,207
+244,557
1344
$4.55M ﹤0.01%
234,786
+133,626
1345
$4.55M ﹤0.01%
100,941
-25,287
1346
$4.54M ﹤0.01%
86,848
+76,534
1347
$4.54M ﹤0.01%
48,009
+7,196
1348
$4.53M ﹤0.01%
118,310
+72,742
1349
$4.52M ﹤0.01%
252,168
+241
1350
$4.52M ﹤0.01%
184,289
+4,847
52 53
54
55 56