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
126
$153M 0.16%
3,622,279
-37,654
127
$151M 0.15%
6,421,896
+2,894,897
128
$149M 0.15%
4,487,677
+929,270
129
$147M 0.15%
4,577,177
-705,272
130
$145M 0.15%
939,103
+676,217
131
$144M 0.15%
1,794,909
-56,652
132
$143M 0.15%
3,650,086
+1,685,403
133
$143M 0.15%
1,992,257
+72,387
134
$143M 0.15%
+11,625,569
135
$142M 0.15%
2,180,459
+498,599
136
$142M 0.15%
2,034,612
+148,749
137
$141M 0.14%
1,374,957
+209,654
138
$141M 0.14%
1,664,090
+182,757
139
$140M 0.14%
2,705,023
-1,591
140
$136M 0.14%
2,645,568
+354,462
141
$136M 0.14%
2,829,911
+142,758
142
$136M 0.14%
1,950,318
-152,829
143
$132M 0.14%
1,707,591
+47,067
144
$132M 0.13%
2,555,301
+361,251
145
$129M 0.13%
4,089,924
+324,183
146
$128M 0.13%
1,454,915
+47,656
147
$126M 0.13%
1,896,523
+1,297
148
$125M 0.13%
1,572,741
+277,461
149
$125M 0.13%
1,471,212
+151,113
150
$124M 0.13%
1,537,293
+106,028
4 5
6
7 8