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
1951
$1.95M ﹤0.01%
32,589
+4,621
1952
$1.95M ﹤0.01%
511,225
+113,115
1953
$1.95M ﹤0.01%
39,432
+7,885
1954
$1.95M ﹤0.01%
144,412
-7,172
1955
$1.94M ﹤0.01%
38,935
-62,435
1956
$1.94M ﹤0.01%
43,230
-4,417
1957
$1.94M ﹤0.01%
136,739
+45,035
1958
$1.93M ﹤0.01%
90,141
-21,454
1959
$1.93M ﹤0.01%
189,397
-11,839
1960
$1.93M ﹤0.01%
50,064
-1,660
1961
$1.93M ﹤0.01%
113,497
-15,663
1962
$1.93M ﹤0.01%
45,029
-87,957
1963
$1.93M ﹤0.01%
39,971
+4,523
1964
$1.93M ﹤0.01%
118,432
+64,964
1965
$1.93M ﹤0.01%
41,952
+20,484
1966
$1.93M ﹤0.01%
125,003
+68,936
1967
$1.92M ﹤0.01%
47,309
-23,940
1968
$1.92M ﹤0.01%
60,665
+2,591
1969
$1.92M ﹤0.01%
87,399
-966
1970
$1.91M ﹤0.01%
43,560
+2,359
1971
$1.91M ﹤0.01%
31,870
+5,358
1972
$1.91M ﹤0.01%
64,060
+30,196
1973
$1.91M ﹤0.01%
86,179
-56,185
1974
$1.9M ﹤0.01%
82,275
-14,916
1975
$1.9M ﹤0.01%
36,748
-14,632
77 78
79
80 81