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
1726
$2.69M ﹤0.01%
29,350
-203
1727
$2.68M ﹤0.01%
35,370
+973
1728
$2.68M ﹤0.01%
65,188
+35,207
1729
$2.68M ﹤0.01%
82,628
+50,860
1730
$2.67M ﹤0.01%
49,025
+10,307
1731
$2.67M ﹤0.01%
378,470
+21,617
1732
$2.67M ﹤0.01%
89,830
+86,272
1733
$2.66M ﹤0.01%
95,456
-23,592
1734
$2.66M ﹤0.01%
118,423
-4,661
1735
$2.65M ﹤0.01%
44,087
-70,594
1736
$2.65M ﹤0.01%
175,362
+32,130
1737
$2.65M ﹤0.01%
92,784
+34,048
1738
$2.64M ﹤0.01%
289,404
+60,014
1739
$2.64M ﹤0.01%
98,019
+86,969
1740
$2.63M ﹤0.01%
48,617
-721
1741
$2.63M ﹤0.01%
166,785
-63,555
1742
$2.63M ﹤0.01%
1,366,011
+213,739
1743
$2.63M ﹤0.01%
36,075
+16,216
1744
$2.63M ﹤0.01%
75,905
+70,691
1745
$2.62M ﹤0.01%
64,068
+49,617
1746
$2.62M ﹤0.01%
81,263
-19,155
1747
$2.62M ﹤0.01%
110,482
-129,536
1748
$2.62M ﹤0.01%
102,485
-2,355
1749
$2.62M ﹤0.01%
22,242
+11,372
1750
$2.61M ﹤0.01%
229,246
+19,519
68 69
70
71 72