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
1701
$2.78M ﹤0.01%
+156,638
1702
$2.78M ﹤0.01%
113,413
-60,354
1703
$2.78M ﹤0.01%
112,756
-7,753
1704
$2.78M ﹤0.01%
29,886
+8,227
1705
$2.78M ﹤0.01%
106,548
-60,405
1706
$2.77M ﹤0.01%
212,799
-71,274
1707
$2.77M ﹤0.01%
78,180
+3,591
1708
$2.76M ﹤0.01%
138,368
-111,359
1709
$2.76M ﹤0.01%
112,867
-977
1710
$2.75M ﹤0.01%
300,689
+66,486
1711
$2.74M ﹤0.01%
56,257
-128,370
1712
$2.74M ﹤0.01%
236,096
-324,873
1713
$2.73M ﹤0.01%
100,642
+18,596
1714
$2.73M ﹤0.01%
178,951
-32,181
1715
$2.73M ﹤0.01%
110,007
+5,274
1716
$2.73M ﹤0.01%
128,569
+437
1717
$2.73M ﹤0.01%
189,642
+172,298
1718
$2.72M ﹤0.01%
148,225
+58,565
1719
$2.72M ﹤0.01%
27,849
-342
1720
$2.71M ﹤0.01%
272,673
-61,137
1721
$2.71M ﹤0.01%
137,520
+40,079
1722
$2.71M ﹤0.01%
78,283
+13,863
1723
$2.7M ﹤0.01%
114,321
-2,952
1724
$2.7M ﹤0.01%
204,798
+31,804
1725
$2.69M ﹤0.01%
177,194
+19,796
67 68
69
70 71