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
1401
$4.17M ﹤0.01%
83,458
+39,317
1402
$4.17M ﹤0.01%
297,882
+297,702
1403
$4.15M ﹤0.01%
167,474
-29,838
1404
$4.14M ﹤0.01%
+182,851
1405
$4.13M ﹤0.01%
92,080
+10,669
1406
$4.12M ﹤0.01%
28,297
-1,609
1407
$4.1M ﹤0.01%
313,700
-13,680
1408
$4.1M ﹤0.01%
203,060
+47,427
1409
$4.1M ﹤0.01%
32,418
+3,600
1410
$4.1M ﹤0.01%
63,679
-121,730
1411
$4.09M ﹤0.01%
541,235
+151,160
1412
$4.09M ﹤0.01%
121,824
+25,552
1413
$4.08M ﹤0.01%
92,282
+54,193
1414
$4.07M ﹤0.01%
153,036
+114,302
1415
$4.07M ﹤0.01%
49,982
-1,662
1416
$4.06M ﹤0.01%
51,240
+471
1417
$4.06M ﹤0.01%
123,403
-6,528
1418
$4.05M ﹤0.01%
223,659
-5,535
1419
$4.05M ﹤0.01%
225
-5
1420
$4.05M ﹤0.01%
146,883
+49,627
1421
$4.04M ﹤0.01%
422,776
+289,804
1422
$4.04M ﹤0.01%
337,496
+132,892
1423
$4.04M ﹤0.01%
181,878
+30,258
1424
$4.04M ﹤0.01%
148,334
-18,619
1425
$4.04M ﹤0.01%
768,631
+73,004
55 56
57
58 59