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
2051
$1.72M ﹤0.01%
152,911
+95,065
2052
$1.71M ﹤0.01%
42,547
-6,552
2053
$1.71M ﹤0.01%
78,624
+76,624
2054
$1.71M ﹤0.01%
28,484
-15,117
2055
$1.7M ﹤0.01%
47,286
-5,911
2056
$1.7M ﹤0.01%
45,930
+5,940
2057
$1.7M ﹤0.01%
31,991
-3,173
2058
$1.7M ﹤0.01%
124,324
-8,904
2059
$1.7M ﹤0.01%
41,338
-98,966
2060
$1.7M ﹤0.01%
137,696
+83,931
2061
$1.7M ﹤0.01%
36,343
+32,701
2062
$1.69M ﹤0.01%
71,076
+64,808
2063
$1.69M ﹤0.01%
34,589
-164,913
2064
$1.69M ﹤0.01%
62,938
+11,691
2065
$1.68M ﹤0.01%
30,537
-79,326
2066
$1.68M ﹤0.01%
47,135
-452
2067
$1.68M ﹤0.01%
66,574
+61,700
2068
$1.68M ﹤0.01%
55,585
+1,699
2069
$1.68M ﹤0.01%
124,336
+13,548
2070
$1.68M ﹤0.01%
131,293
+2,075
2071
$1.68M ﹤0.01%
150,116
+43,539
2072
$1.68M ﹤0.01%
33,187
+11,003
2073
$1.67M ﹤0.01%
55,925
-2,052
2074
$1.67M ﹤0.01%
78,949
-906
2075
$1.67M ﹤0.01%
111,415
+109,156
81 82
83
84 85