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
1651
$2.97M ﹤0.01%
8,949
+8,323
1652
$2.97M ﹤0.01%
66,001
-9,857
1653
$2.97M ﹤0.01%
72,546
+8,375
1654
$2.97M ﹤0.01%
253,504
+81,855
1655
$2.97M ﹤0.01%
64,759
-1,015
1656
$2.96M ﹤0.01%
73,975
+12,481
1657
$2.96M ﹤0.01%
42,591
+4,267
1658
$2.95M ﹤0.01%
551,469
+51,322
1659
$2.95M ﹤0.01%
211,483
+60,050
1660
$2.94M ﹤0.01%
33,334
-20,819
1661
$2.94M ﹤0.01%
126,372
-906
1662
$2.93M ﹤0.01%
189,232
+19,578
1663
$2.93M ﹤0.01%
406,406
+25,360
1664
$2.93M ﹤0.01%
413,618
+83,676
1665
$2.92M ﹤0.01%
51,814
+34,021
1666
$2.92M ﹤0.01%
172,350
+69,618
1667
$2.92M ﹤0.01%
77,073
+7,181
1668
$2.9M ﹤0.01%
19,661
-11,862
1669
$2.9M ﹤0.01%
225,683
+29
1670
$2.9M ﹤0.01%
55,606
+5,883
1671
$2.89M ﹤0.01%
414,500
+32,720
1672
$2.88M ﹤0.01%
120,253
+27,372
1673
$2.88M ﹤0.01%
724,784
-108,872
1674
$2.88M ﹤0.01%
519,475
-3,034,460
1675
$2.88M ﹤0.01%
225,356
+5,644
65 66
67
68 69