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
1476
$3.81M ﹤0.01%
576,944
-179,665
1477
$3.81M ﹤0.01%
86,746
-12,797
1478
$3.8M ﹤0.01%
74,725
+5,186
1479
$3.8M ﹤0.01%
300,274
+49,259
1480
$3.8M ﹤0.01%
184,602
+17,145
1481
$3.79M ﹤0.01%
125,209
-3,285
1482
$3.79M ﹤0.01%
71,366
+4,349
1483
$3.79M ﹤0.01%
150,409
-11,606
1484
$3.78M ﹤0.01%
65,736
-1,010
1485
$3.76M ﹤0.01%
103,245
+3,519
1486
$3.76M ﹤0.01%
47,657
+16,074
1487
$3.75M ﹤0.01%
42,878
+17,610
1488
$3.75M ﹤0.01%
91,127
-10,932
1489
$3.74M ﹤0.01%
82,184
+60,540
1490
$3.74M ﹤0.01%
87,788
+39,101
1491
$3.74M ﹤0.01%
66,491
-13,510
1492
$3.74M ﹤0.01%
78,334
-35,101
1493
$3.73M ﹤0.01%
163,398
-63,243
1494
$3.72M ﹤0.01%
165,445
+79,119
1495
$3.7M ﹤0.01%
78,226
+30,772
1496
$3.7M ﹤0.01%
104,283
+6,171
1497
$3.7M ﹤0.01%
154,551
+29,748
1498
$3.69M ﹤0.01%
52,287
-16,413
1499
$3.68M ﹤0.01%
199,406
+6,935
1500
$3.67M ﹤0.01%
286,940
+94,104
58 59
60
61 62