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
1851
$2.23M ﹤0.01%
143,468
-11,747
1852
$2.22M ﹤0.01%
38,313
-607
1853
$2.22M ﹤0.01%
44,223
-22,442
1854
$2.21M ﹤0.01%
145,858
+26,425
1855
$2.21M ﹤0.01%
103,593
+41,953
1856
$2.21M ﹤0.01%
94,780
+4,144
1857
$2.21M ﹤0.01%
56,672
-3,058
1858
$2.21M ﹤0.01%
149,300
-1,861
1859
$2.2M ﹤0.01%
180,674
+153,024
1860
$2.19M ﹤0.01%
25,041
-3,438
1861
$2.19M ﹤0.01%
92,663
-15,831
1862
$2.18M ﹤0.01%
40,599
+6,392
1863
$2.18M ﹤0.01%
290,652
+14,001
1864
$2.18M ﹤0.01%
70,864
+16,514
1865
$2.18M ﹤0.01%
113,516
-7,398
1866
$2.17M ﹤0.01%
199,360
+9,193
1867
$2.17M ﹤0.01%
141,380
-7,875
1868
$2.17M ﹤0.01%
5,302
-2,055
1869
$2.17M ﹤0.01%
11,430
+1,658
1870
$2.16M ﹤0.01%
589,472
-153,908
1871
$2.15M ﹤0.01%
70,102
+16,252
1872
$2.14M ﹤0.01%
96,155
+52,492
1873
$2.14M ﹤0.01%
38,213
+36,099
1874
$2.14M ﹤0.01%
112,163
-44,961
1875
$2.14M ﹤0.01%
71,222
+34,800
73 74
75
76 77