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
176
$98.2M 0.1%
821,425
-93,967
177
$98.2M 0.1%
1,967,488
+146,470
178
$98.1M 0.1%
1,547,514
+140,294
179
$97.8M 0.1%
618,390
+232,890
180
$96.5M 0.1%
941,285
+141,582
181
$95.7M 0.1%
1,320,638
+283,717
182
$94.5M 0.1%
2,029,113
+246,300
183
$93.7M 0.1%
1,717,429
+512,023
184
$93.4M 0.1%
2,974,959
-75,761
185
$92.9M 0.1%
1,944,204
+650,276
186
$92M 0.09%
1,391,279
+14,507
187
$90.9M 0.09%
2,983,837
-106,878
188
$90.4M 0.09%
1,679,486
+259,941
189
$90.3M 0.09%
784,447
+166,064
190
$88.9M 0.09%
2,447,576
+128,586
191
$88.5M 0.09%
1,387,892
-1,690,490
192
$87.6M 0.09%
1,106,604
+249,714
193
$87.3M 0.09%
965,881
+147,818
194
$86.3M 0.09%
2,510,571
+216,955
195
$85.1M 0.09%
4,921,758
+578,613
196
$85.1M 0.09%
563,540
-132,283
197
$84.8M 0.09%
2,712,253
+1,209,536
198
$84.5M 0.09%
992,258
-2,394
199
$83.8M 0.09%
1,756,757
-295,272
200
$83.3M 0.09%
1,643,070
+416,120
6 7
8
9 10