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
1526
$3.55M ﹤0.01%
159,439
-142,873
1527
$3.54M ﹤0.01%
100,118
-5,626
1528
$3.53M ﹤0.01%
69,579
-22,857
1529
$3.52M ﹤0.01%
+160,409
1530
$3.52M ﹤0.01%
195,635
-9,762
1531
$3.52M ﹤0.01%
106,130
-567
1532
$3.52M ﹤0.01%
81,724
+13,917
1533
$3.51M ﹤0.01%
146,768
+1,895
1534
$3.51M ﹤0.01%
63,478
-1,835
1535
$3.5M ﹤0.01%
75,001
-26,270
1536
$3.5M ﹤0.01%
463,093
-57,511
1537
$3.5M ﹤0.01%
39,069
+3,913
1538
$3.48M ﹤0.01%
142,371
+35,889
1539
$3.48M ﹤0.01%
59,372
+17,607
1540
$3.47M ﹤0.01%
223,342
+21,432
1541
$3.47M ﹤0.01%
273,177
-49,932
1542
$3.46M ﹤0.01%
144,172
-75,804
1543
$3.46M ﹤0.01%
74,319
+36,937
1544
$3.46M ﹤0.01%
182,140
+15,901
1545
$3.45M ﹤0.01%
120,316
+8,844
1546
$3.45M ﹤0.01%
131,852
+11,638
1547
$3.45M ﹤0.01%
75,805
-11,171
1548
$3.44M ﹤0.01%
221,936
+19,229
1549
$3.43M ﹤0.01%
133,059
-13,583
1550
$3.43M ﹤0.01%
114,368
+15,228
60 61
62
63 64