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
1926
$2M ﹤0.01%
85,189
-28,294
1927
$2M ﹤0.01%
121,156
+26,665
1928
$1.99M ﹤0.01%
135,915
+111,533
1929
$1.99M ﹤0.01%
252,571
-32,756
1930
$1.99M ﹤0.01%
153,288
+116,009
1931
$1.99M ﹤0.01%
28,242
-4,939
1932
$1.99M ﹤0.01%
47,895
+15,530
1933
$1.99M ﹤0.01%
131,993
-3,104
1934
$1.98M ﹤0.01%
168,311
+10,225
1935
$1.98M ﹤0.01%
86,458
+81,478
1936
$1.98M ﹤0.01%
17,249
-45,144
1937
$1.98M ﹤0.01%
77,447
-2,171
1938
$1.98M ﹤0.01%
40,580
-12,859
1939
$1.97M ﹤0.01%
51,345
+16,122
1940
$1.97M ﹤0.01%
38,517
+5,401
1941
$1.97M ﹤0.01%
14,297
+2,943
1942
$1.97M ﹤0.01%
56,151
+34,502
1943
$1.97M ﹤0.01%
37,325
+2,159
1944
$1.97M ﹤0.01%
27,700
+8,745
1945
$1.97M ﹤0.01%
455,462
+2,117
1946
$1.97M ﹤0.01%
90,962
-27,623
1947
$1.97M ﹤0.01%
178,276
+35,254
1948
$1.96M ﹤0.01%
117,294
+20,968
1949
$1.96M ﹤0.01%
96,246
-11,334
1950
$1.96M ﹤0.01%
155,983
-31,322
76 77
78
79 80