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
2026
$1.77M ﹤0.01%
88,402
+262
2027
$1.77M ﹤0.01%
520,742
-294,991
2028
$1.76M ﹤0.01%
130,703
+99,803
2029
$1.76M ﹤0.01%
57,116
-74,214
2030
$1.76M ﹤0.01%
44,334
-9,336
2031
$1.75M ﹤0.01%
28,082
-4,426
2032
$1.75M ﹤0.01%
+109,179
2033
$1.75M ﹤0.01%
129,583
-2,897
2034
$1.75M ﹤0.01%
96,798
-36,560
2035
$1.75M ﹤0.01%
194,444
+2,571
2036
$1.75M ﹤0.01%
42,786
+38,890
2037
$1.74M ﹤0.01%
74,329
+2,491
2038
$1.74M ﹤0.01%
88,916
-86,928
2039
$1.74M ﹤0.01%
138,628
+1,327
2040
$1.73M ﹤0.01%
12,955
-1,063
2041
$1.73M ﹤0.01%
355,216
-49,703
2042
$1.73M ﹤0.01%
27,138
-57,298
2043
$1.73M ﹤0.01%
49,632
-357
2044
$1.73M ﹤0.01%
84,384
-3,026
2045
$1.72M ﹤0.01%
156,585
-84,903
2046
$1.72M ﹤0.01%
548,651
-33,218
2047
$1.72M ﹤0.01%
41,225
-15,503
2048
$1.72M ﹤0.01%
33,969
-15,855
2049
$1.72M ﹤0.01%
50,044
-20,360
2050
$1.72M ﹤0.01%
71,433
+35,030
80 81
82
83 84