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
1801
$2.41M ﹤0.01%
52,392
+15,909
1802
$2.4M ﹤0.01%
30,733
+12,801
1803
$2.4M ﹤0.01%
33,723
+24,862
1804
$2.39M ﹤0.01%
133,858
-254,321
1805
$2.39M ﹤0.01%
214,610
+181,015
1806
$2.39M ﹤0.01%
364,460
-66,203
1807
$2.39M ﹤0.01%
77,837
-17,308
1808
$2.38M ﹤0.01%
86,834
+2,615
1809
$2.36M ﹤0.01%
102,743
-81,852
1810
$2.36M ﹤0.01%
204,951
-71,239
1811
$2.36M ﹤0.01%
54,269
+48,819
1812
$2.35M ﹤0.01%
17,436
+1,450
1813
$2.35M ﹤0.01%
393,454
+179,812
1814
$2.35M ﹤0.01%
21,342
-2,231
1815
$2.34M ﹤0.01%
62,136
+16,608
1816
$2.34M ﹤0.01%
+53,020
1817
$2.33M ﹤0.01%
38,880
+13,627
1818
$2.33M ﹤0.01%
27,066
-64,672
1819
$2.33M ﹤0.01%
27,136
-463
1820
$2.33M ﹤0.01%
47,073
+13,015
1821
$2.32M ﹤0.01%
40,825
+389
1822
$2.32M ﹤0.01%
115,690
+58,775
1823
$2.31M ﹤0.01%
118,175
+72,011
1824
$2.31M ﹤0.01%
4,351
-5,093
1825
$2.31M ﹤0.01%
50,455
-52,602
71 72
73
74 75