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
1676
$2.88M ﹤0.01%
58,600
+24,654
1677
$2.87M ﹤0.01%
104,927
+72,306
1678
$2.87M ﹤0.01%
144,223
-21,851
1679
$2.87M ﹤0.01%
201,619
+57,338
1680
$2.87M ﹤0.01%
303,791
+95,385
1681
$2.86M ﹤0.01%
199,003
+6,520
1682
$2.86M ﹤0.01%
+106,541
1683
$2.85M ﹤0.01%
85,612
-10,684
1684
$2.85M ﹤0.01%
72,169
-5,629
1685
$2.85M ﹤0.01%
51,038
+17,423
1686
$2.85M ﹤0.01%
66,559
+5,878
1687
$2.85M ﹤0.01%
493,405
+393,481
1688
$2.85M ﹤0.01%
107,114
-15,353
1689
$2.84M ﹤0.01%
284,154
+139,887
1690
$2.84M ﹤0.01%
588,136
+213,428
1691
$2.84M ﹤0.01%
156,931
+15,595
1692
$2.83M ﹤0.01%
58,828
-30,089
1693
$2.83M ﹤0.01%
105,956
+42,700
1694
$2.81M ﹤0.01%
55,882
-7,092
1695
$2.8M ﹤0.01%
120,750
-13,752
1696
$2.8M ﹤0.01%
216,591
+35,632
1697
$2.8M ﹤0.01%
202,205
-4,323
1698
$2.8M ﹤0.01%
322,086
-31,300
1699
$2.79M ﹤0.01%
155,763
-27,417
1700
$2.79M ﹤0.01%
+160,222
66 67
68
69 70