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
1901
$2.07M ﹤0.01%
311,103
+103,988
1902
$2.07M ﹤0.01%
74,840
+41,067
1903
$2.07M ﹤0.01%
41,668
+12,387
1904
$2.06M ﹤0.01%
67,543
+24,788
1905
$2.06M ﹤0.01%
81,102
-7,948
1906
$2.06M ﹤0.01%
263,872
+69,118
1907
$2.06M ﹤0.01%
5,854
+964
1908
$2.06M ﹤0.01%
49,110
+6,652
1909
$2.05M ﹤0.01%
27,540
-98,153
1910
$2.05M ﹤0.01%
239,364
-10,341
1911
$2.05M ﹤0.01%
22,251
+12,010
1912
$2.05M ﹤0.01%
95,491
+14,395
1913
$2.04M ﹤0.01%
81,539
-45,434
1914
$2.04M ﹤0.01%
12,883
-7,650
1915
$2.04M ﹤0.01%
95,455
+9,914
1916
$2.03M ﹤0.01%
24,808
+209
1917
$2.03M ﹤0.01%
60,514
+7,640
1918
$2.02M ﹤0.01%
27,611
+10,959
1919
$2.02M ﹤0.01%
61,732
-2,380
1920
$2.02M ﹤0.01%
36,640
+2,725
1921
$2.01M ﹤0.01%
105,105
+52,356
1922
$2.01M ﹤0.01%
232,159
+98,830
1923
$2M ﹤0.01%
44,310
+16,013
1924
$2M ﹤0.01%
40,860
+1,232
1925
$2M ﹤0.01%
35,740
+3,483
75 76
77
78 79