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
$93.9B
AUM Growth
+$9.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,991
New
Increased
Reduced
Closed

Top Buys

1
+$1.64B
2
+$709M
3
+$450M
4
OUBS
USB AG (NEW)
OUBS
+$354M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$270M

Top Sells

1
+$416M
2
+$256M
3
+$233M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$231M
5
SNY icon
Sanofi
SNY
+$163M

Sector Composition

1 Energy 10.73%
2 Financials 10.67%
3 Technology 7.86%
4 Healthcare 7.84%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$2.31M ﹤0.01%
248,370
-17,533
2002
$2.31M ﹤0.01%
45,702
-5,665
2003
$2.31M ﹤0.01%
63,322
+1,914
2004
$2.31M ﹤0.01%
68,723
-740
2005
$2.31M ﹤0.01%
93,630
+53,654
2006
$2.31M ﹤0.01%
106,805
-107,301
2007
$2.31M ﹤0.01%
62,086
+3,379
2008
$2.3M ﹤0.01%
75,391
-10,107
2009
$2.3M ﹤0.01%
92,167
+60,068
2010
$2.3M ﹤0.01%
33,212
-14,977
2011
$2.29M ﹤0.01%
67,708
+17,465
2012
$2.29M ﹤0.01%
92,083
+39,919
2013
$2.29M ﹤0.01%
60,923
-10,519
2014
$2.29M ﹤0.01%
44,273
-1,694
2015
$2.29M ﹤0.01%
5,619
-1,873
2016
$2.29M ﹤0.01%
161,467
+31,666
2017
$2.28M ﹤0.01%
60,636
-48,465
2018
$2.28M ﹤0.01%
98,010
+14,771
2019
$2.28M ﹤0.01%
233,794
+19,829
2020
$2.28M ﹤0.01%
172,851
+11,943
2021
$2.27M ﹤0.01%
25,420
+13,725
2022
$2.27M ﹤0.01%
92,686
-12,451
2023
$2.27M ﹤0.01%
133,950
+133,732
2024
$2.26M ﹤0.01%
19,846
+8,403
2025
$2.26M ﹤0.01%
162,766
+39,266
79 80
81
82 83