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
1601
$3.21M ﹤0.01%
48,083
-4,274
1602
$3.2M ﹤0.01%
190,823
-6,761
1603
$3.2M ﹤0.01%
6,067
+56
1604
$3.19M ﹤0.01%
206,929
-12,722
1605
$3.18M ﹤0.01%
165,323
+34,035
1606
$3.18M ﹤0.01%
206,290
-147,373
1607
$3.18M ﹤0.01%
60,480
+2,500
1608
$3.18M ﹤0.01%
78,366
-15,294
1609
$3.17M ﹤0.01%
43,865
+2,355
1610
$3.17M ﹤0.01%
252,676
+11,816
1611
$3.17M ﹤0.01%
17,887
+3,144
1612
$3.15M ﹤0.01%
85,508
-19,459
1613
$3.15M ﹤0.01%
169,259
-78,482
1614
$3.15M ﹤0.01%
214,838
-93,760
1615
$3.13M ﹤0.01%
131,949
+41,070
1616
$3.13M ﹤0.01%
84,641
+32,291
1617
$3.13M ﹤0.01%
17,042
+15
1618
$3.12M ﹤0.01%
+179,581
1619
$3.12M ﹤0.01%
197,915
-114,491
1620
$3.12M ﹤0.01%
62,618
-3,034
1621
$3.12M ﹤0.01%
169,560
-83,282
1622
$3.12M ﹤0.01%
37,862
+32,965
1623
$3.11M ﹤0.01%
39,907
-249
1624
$3.11M ﹤0.01%
64,112
+1,253
1625
$3.11M ﹤0.01%
75,364
+73,189
63 64
65
66 67