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
1826
$2.31M ﹤0.01%
46,831
-3,378
1827
$2.3M ﹤0.01%
1,145
+872
1828
$2.3M ﹤0.01%
128,012
+45,955
1829
$2.3M ﹤0.01%
157,512
-24,138
1830
$2.29M ﹤0.01%
81,872
-22,221
1831
$2.28M ﹤0.01%
182,585
+31,699
1832
$2.28M ﹤0.01%
86,459
-6,458
1833
$2.28M ﹤0.01%
47,551
-324
1834
$2.28M ﹤0.01%
60,516
-27,192
1835
$2.26M ﹤0.01%
51,991
-38,289
1836
$2.26M ﹤0.01%
65,381
+8,759
1837
$2.26M ﹤0.01%
79,078
-5,283
1838
$2.26M ﹤0.01%
112,676
+28,356
1839
$2.26M ﹤0.01%
60,642
+60,247
1840
$2.25M ﹤0.01%
46,548
-4,246
1841
$2.25M ﹤0.01%
62,424
-25,878
1842
$2.25M ﹤0.01%
280,111
-232,426
1843
$2.25M ﹤0.01%
1,977
+348
1844
$2.25M ﹤0.01%
68,348
+11,841
1845
$2.25M ﹤0.01%
433,635
-427,090
1846
$2.24M ﹤0.01%
45,030
-7,934
1847
$2.24M ﹤0.01%
21,014
-5,161
1848
$2.24M ﹤0.01%
144,493
+3,320
1849
$2.23M ﹤0.01%
103,192
+6,057
1850
$2.23M ﹤0.01%
51,760
-12,082
72 73
74
75 76