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
1751
$2.61M ﹤0.01%
131,408
+6,908
1752
$2.61M ﹤0.01%
142,241
+3,291
1753
$2.59M ﹤0.01%
33,930
+7,983
1754
$2.59M ﹤0.01%
130,799
+111,598
1755
$2.59M ﹤0.01%
53,455
+19,664
1756
$2.58M ﹤0.01%
59,463
+26,135
1757
$2.57M ﹤0.01%
263,467
+15,567
1758
$2.57M ﹤0.01%
18,515
-3,296
1759
$2.57M ﹤0.01%
113,416
+92,132
1760
$2.57M ﹤0.01%
115,770
+3,090
1761
$2.56M ﹤0.01%
136,738
+6,947
1762
$2.56M ﹤0.01%
154,495
+14,340
1763
$2.56M ﹤0.01%
25,249
-13,248
1764
$2.56M ﹤0.01%
29,598
-6,233
1765
$2.55M ﹤0.01%
115,917
+6,222
1766
$2.55M ﹤0.01%
170,911
+6,076
1767
$2.54M ﹤0.01%
26,713
+15,121
1768
$2.54M ﹤0.01%
140,719
+14,864
1769
$2.53M ﹤0.01%
54,368
+8,322
1770
$2.53M ﹤0.01%
105,763
+103,774
1771
$2.53M ﹤0.01%
155,242
+630
1772
$2.53M ﹤0.01%
85,161
-91,946
1773
$2.53M ﹤0.01%
20,490
-536
1774
$2.52M ﹤0.01%
61,721
-4,584
1775
$2.52M ﹤0.01%
70,851
-23,087
69 70
71
72 73