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
1876
$2.14M ﹤0.01%
38,502
+22,646
1877
$2.13M ﹤0.01%
160,176
+5,618
1878
$2.13M ﹤0.01%
175,761
+14,933
1879
$2.13M ﹤0.01%
74,944
+28,379
1880
$2.13M ﹤0.01%
146,497
+143,957
1881
$2.12M ﹤0.01%
94,207
+62,246
1882
$2.12M ﹤0.01%
284,896
-55,854
1883
$2.11M ﹤0.01%
126,565
-103,474
1884
$2.1M ﹤0.01%
141,007
+13,101
1885
$2.1M ﹤0.01%
46,851
+38,565
1886
$2.1M ﹤0.01%
144,045
+7,435
1887
$2.1M ﹤0.01%
56,442
+20,575
1888
$2.1M ﹤0.01%
58,987
-24,974
1889
$2.1M ﹤0.01%
1,434,967
+122,499
1890
$2.09M ﹤0.01%
63,994
+17,646
1891
$2.09M ﹤0.01%
55,713
+3,293
1892
$2.09M ﹤0.01%
176,191
+15,420
1893
$2.09M ﹤0.01%
44,260
-2,476
1894
$2.09M ﹤0.01%
47,613
-14,478
1895
$2.08M ﹤0.01%
47,744
-8,419
1896
$2.08M ﹤0.01%
42,114
+39,250
1897
$2.08M ﹤0.01%
29,151
+9,956
1898
$2.08M ﹤0.01%
79,273
-287,801
1899
$2.07M ﹤0.01%
167,799
+14,673
1900
$2.07M ﹤0.01%
70,612
-12,286
74 75
76
77 78