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
2126
$1.56M ﹤0.01%
66,996
-16,072
2127
$1.55M ﹤0.01%
53,848
-11,546
2128
$1.55M ﹤0.01%
47,269
+8,863
2129
$1.55M ﹤0.01%
77,564
-22,780
2130
$1.55M ﹤0.01%
124,558
+29,283
2131
$1.54M ﹤0.01%
113,378
-39,036
2132
$1.54M ﹤0.01%
21,517
+7,648
2133
$1.54M ﹤0.01%
92,475
+52,516
2134
$1.53M ﹤0.01%
92,175
-599
2135
$1.53M ﹤0.01%
199,998
+27,147
2136
$1.53M ﹤0.01%
117,447
-2,262
2137
$1.52M ﹤0.01%
105,832
+4,792
2138
$1.52M ﹤0.01%
80,881
-9,751
2139
$1.52M ﹤0.01%
15,811
+3,608
2140
$1.52M ﹤0.01%
65,590
-10,847
2141
$1.51M ﹤0.01%
84,752
-14,045
2142
$1.51M ﹤0.01%
192,556
+2,919
2143
$1.51M ﹤0.01%
62,362
-24,814
2144
$1.51M ﹤0.01%
75,036
+20,496
2145
$1.49M ﹤0.01%
42,662
+11,662
2146
$1.49M ﹤0.01%
69,952
-36,320
2147
$1.49M ﹤0.01%
43,114
-25,765
2148
$1.49M ﹤0.01%
29,861
+9,460
2149
$1.49M ﹤0.01%
32,039
+31,239
2150
$1.48M ﹤0.01%
39,316
+5,915
84 85
86
87 88