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
2076
$1.67M ﹤0.01%
54,562
+4,056
2077
$1.67M ﹤0.01%
79,878
-6,782
2078
$1.67M ﹤0.01%
130,156
-157,213
2079
$1.66M ﹤0.01%
62,487
+58,511
2080
$1.66M ﹤0.01%
28,112
-3,954
2081
$1.66M ﹤0.01%
17,245
+1,039
2082
$1.66M ﹤0.01%
+21,321
2083
$1.66M ﹤0.01%
52,024
+11,856
2084
$1.66M ﹤0.01%
67,153
-6,190
2085
$1.65M ﹤0.01%
74,454
+73,504
2086
$1.65M ﹤0.01%
106,871
-5,080
2087
$1.65M ﹤0.01%
143,139
+38,669
2088
$1.65M ﹤0.01%
3,505
+1,310
2089
$1.65M ﹤0.01%
+46,461
2090
$1.65M ﹤0.01%
521,403
-947
2091
$1.65M ﹤0.01%
13,788
-2,700
2092
$1.65M ﹤0.01%
237,344
+5,933
2093
$1.65M ﹤0.01%
57,343
+45,907
2094
$1.65M ﹤0.01%
21,527
-332
2095
$1.65M ﹤0.01%
42,596
-10,659
2096
$1.64M ﹤0.01%
75,103
+85
2097
$1.64M ﹤0.01%
15,799
+8,171
2098
$1.64M ﹤0.01%
51,533
-13,052
2099
$1.64M ﹤0.01%
137,009
+15,339
2100
$1.63M ﹤0.01%
22,758
+11,824
82 83
84
85 86