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
2026
$2.26M ﹤0.01%
66,205
-65,555
2027
$2.26M ﹤0.01%
265,391
+39,604
2028
$2.25M ﹤0.01%
75,961
+61,285
2029
$2.25M ﹤0.01%
194,373
+73,266
2030
$2.24M ﹤0.01%
50,299
-15,682
2031
$2.24M ﹤0.01%
86,656
-60,210
2032
$2.23M ﹤0.01%
41,356
+494
2033
$2.23M ﹤0.01%
50,437
-27,541
2034
$2.23M ﹤0.01%
82,083
-100
2035
$2.23M ﹤0.01%
160,756
-299,882
2036
$2.22M ﹤0.01%
149,661
+53,177
2037
$2.22M ﹤0.01%
121,370
+13,870
2038
$2.22M ﹤0.01%
264,971
+35,481
2039
$2.21M ﹤0.01%
25,972
+14,530
2040
$2.21M ﹤0.01%
59,874
-21,952
2041
$2.21M ﹤0.01%
51,374
+31,986
2042
$2.21M ﹤0.01%
48,620
-5,384
2043
$2.21M ﹤0.01%
43,410
+13,242
2044
$2.21M ﹤0.01%
39,098
+21,420
2045
$2.21M ﹤0.01%
102,737
-32,658
2046
$2.2M ﹤0.01%
64,496
-31,614
2047
$2.2M ﹤0.01%
66,598
-319
2048
$2.19M ﹤0.01%
31,083
-1,780
2049
$2.19M ﹤0.01%
30,038
+5,926
2050
$2.19M ﹤0.01%
47,830
+2,014
80 81
82
83 84