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
1426
$4.04M ﹤0.01%
192,731
-81,977
1427
$4.03M ﹤0.01%
284,679
+31,085
1428
$4.03M ﹤0.01%
118,810
-301,442
1429
$4.03M ﹤0.01%
217,361
+26,606
1430
$4.03M ﹤0.01%
130,773
+51,304
1431
$4.03M ﹤0.01%
51,645
+4,831
1432
$4.03M ﹤0.01%
104,918
+40,120
1433
$4.02M ﹤0.01%
383,251
-244,854
1434
$4.02M ﹤0.01%
189,216
+20,888
1435
$4.01M ﹤0.01%
203,309
+78,412
1436
$4M ﹤0.01%
334,631
-19,768
1437
$4M ﹤0.01%
9,527
-2,270
1438
$4M ﹤0.01%
98,267
-56,829
1439
$4M ﹤0.01%
299,300
+48,413
1440
$4M ﹤0.01%
146,232
+102,319
1441
$3.99M ﹤0.01%
181,482
-23,317
1442
$3.99M ﹤0.01%
62,971
-3,543
1443
$3.99M ﹤0.01%
187,006
+34,265
1444
$3.99M ﹤0.01%
193,522
+47,993
1445
$3.98M ﹤0.01%
66,019
-1,433
1446
$3.98M ﹤0.01%
21,775
-3,236
1447
$3.96M ﹤0.01%
254,159
-13,872
1448
$3.96M ﹤0.01%
224,399
+19,309
1449
$3.96M ﹤0.01%
72,783
+2,282
1450
$3.96M ﹤0.01%
1,062,528
-71,472
56 57
58
59 60