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
1626
$3.1M ﹤0.01%
77,482
-41,979
1627
$3.1M ﹤0.01%
98,856
-80,398
1628
$3.09M ﹤0.01%
267,189
+117,342
1629
$3.08M ﹤0.01%
117,083
+52,130
1630
$3.08M ﹤0.01%
226,404
+34,470
1631
$3.08M ﹤0.01%
105,434
+38,270
1632
$3.07M ﹤0.01%
183,619
+477
1633
$3.07M ﹤0.01%
48,090
-34,004
1634
$3.06M ﹤0.01%
141,364
-54,405
1635
$3.05M ﹤0.01%
240,266
-24,505
1636
$3.05M ﹤0.01%
114,305
+80,632
1637
$3.05M ﹤0.01%
389,484
+87,948
1638
$3.04M ﹤0.01%
182,056
+32,818
1639
$3.04M ﹤0.01%
95,428
-22,735
1640
$3.03M ﹤0.01%
107,098
-863,522
1641
$3.03M ﹤0.01%
248,186
+9,574
1642
$3.01M ﹤0.01%
114,435
+10,015
1643
$3.01M ﹤0.01%
80,479
+50,400
1644
$3M ﹤0.01%
259,460
-8,308
1645
$3M ﹤0.01%
44,325
+12,615
1646
$2.99M ﹤0.01%
70,337
+6,782
1647
$2.99M ﹤0.01%
44,917
-3,960
1648
$2.98M ﹤0.01%
27,149
-412
1649
$2.98M ﹤0.01%
69,129
+4,374
1650
$2.98M ﹤0.01%
78,909
-12,521
64 65
66
67 68