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
1576
$3.31M ﹤0.01%
44,752
+5,133
1577
$3.31M ﹤0.01%
128,841
-33,573
1578
$3.31M ﹤0.01%
101,259
+7,238
1579
$3.31M ﹤0.01%
16,383
+5,007
1580
$3.31M ﹤0.01%
160,350
+26,682
1581
$3.29M ﹤0.01%
111,848
+20,756
1582
$3.29M ﹤0.01%
165,333
-7,558
1583
$3.29M ﹤0.01%
126,260
+18,944
1584
$3.27M ﹤0.01%
11,184
+5,613
1585
$3.27M ﹤0.01%
251,653
+600
1586
$3.27M ﹤0.01%
195,343
+4,066
1587
$3.26M ﹤0.01%
145,490
+26,668
1588
$3.26M ﹤0.01%
200,391
-2,790
1589
$3.26M ﹤0.01%
111,469
+8,118
1590
$3.25M ﹤0.01%
173,555
+121,870
1591
$3.24M ﹤0.01%
119,460
+5,073
1592
$3.24M ﹤0.01%
68,841
+5,710
1593
$3.23M ﹤0.01%
188,496
+55,508
1594
$3.23M ﹤0.01%
434,678
+13,459
1595
$3.23M ﹤0.01%
83,131
-7,653
1596
$3.22M ﹤0.01%
116,534
+2,844
1597
$3.22M ﹤0.01%
177,306
+139,466
1598
$3.22M ﹤0.01%
384,694
+52,478
1599
$3.22M ﹤0.01%
703,713
+35,006
1600
$3.21M ﹤0.01%
137,831
+22,493
62 63
64
65 66