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
1376
– –
0
1377
$4.38M ﹤0.01%
281,381
-14,693
1378
$4.37M ﹤0.01%
260,851
+167,066
1379
$4.36M ﹤0.01%
8,415
+950
1380
$4.35M ﹤0.01%
279,272
+27,876
1381
$4.33M ﹤0.01%
53,262
-3,009
1382
$4.3M ﹤0.01%
135,257
-48,015
1383
$4.3M ﹤0.01%
130,784
-142,905
1384
$4.3M ﹤0.01%
313,144
+53,242
1385
$4.3M ﹤0.01%
411,246
+394,943
1386
$4.27M ﹤0.01%
114,959
+4,091
1387
$4.27M ﹤0.01%
321,494
+97,908
1388
$4.25M ﹤0.01%
235,676
+41,826
1389
$4.25M ﹤0.01%
325,755
-40,042
1390
$4.25M ﹤0.01%
72,804
+27,619
1391
$4.23M ﹤0.01%
797,278
+587,013
1392
$4.22M ﹤0.01%
186,395
+78,888
1393
$4.22M ﹤0.01%
600,794
+211,006
1394
$4.22M ﹤0.01%
102,032
-2,698
1395
$4.22M ﹤0.01%
250,597
-56,914
1396
$4.21M ﹤0.01%
156,574
+521
1397
$4.21M ﹤0.01%
89,590
-12,816
1398
$4.2M ﹤0.01%
348,112
+18,078
1399
$4.19M ﹤0.01%
129,631
+33,524
1400
$4.18M ﹤0.01%
151,522
+18,890
54 55
56
57 58