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
1976
$1.9M ﹤0.01%
1,754
-83
1977
$1.89M ﹤0.01%
76,091
-82,699
1978
$1.89M ﹤0.01%
28,086
+18,080
1979
$1.89M ﹤0.01%
153,009
+37,230
1980
$1.89M ﹤0.01%
359,627
+83,484
1981
$1.89M ﹤0.01%
64,277
-4,720
1982
$1.87M ﹤0.01%
48,006
-21,989
1983
$1.87M ﹤0.01%
21,419
+2,689
1984
$1.87M ﹤0.01%
51,662
-25,863
1985
$1.87M ﹤0.01%
42,826
-2,547
1986
$1.87M ﹤0.01%
177,732
+27,775
1987
$1.87M ﹤0.01%
183,684
+183,127
1988
$1.86M ﹤0.01%
106,396
+101,722
1989
$1.86M ﹤0.01%
146,988
-2,241
1990
$1.86M ﹤0.01%
164,810
+37,162
1991
$1.85M ﹤0.01%
82,512
-15,292
1992
$1.85M ﹤0.01%
45,433
+21,588
1993
$1.85M ﹤0.01%
75,519
+173
1994
$1.85M ﹤0.01%
47,421
-56,494
1995
$1.84M ﹤0.01%
167,295
-6,882
1996
$1.84M ﹤0.01%
25,430
-64,056
1997
$1.84M ﹤0.01%
64,555
-12,141
1998
$1.84M ﹤0.01%
48,903
+420
1999
$1.84M ﹤0.01%
216,284
+65,376
2000
$1.84M ﹤0.01%
39,302
-30,598
78 79
80
81 82