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
2151
$1.48M ﹤0.01%
55,366
+11,406
2152
$1.48M ﹤0.01%
76,423
+25,520
2153
$1.48M ﹤0.01%
29,270
-8,629
2154
$1.48M ﹤0.01%
12,190
-2,035
2155
$1.47M ﹤0.01%
82,252
+79,082
2156
$1.47M ﹤0.01%
14,918
-1,101
2157
$1.47M ﹤0.01%
32,626
+8,676
2158
$1.47M ﹤0.01%
84,285
+43,335
2159
$1.47M ﹤0.01%
123,294
+116,058
2160
$1.46M ﹤0.01%
26,049
-4,871
2161
$1.46M ﹤0.01%
15,618
+4,543
2162
$1.46M ﹤0.01%
46,197
-2,403
2163
$1.45M ﹤0.01%
32,336
+7,075
2164
$1.45M ﹤0.01%
85,294
+9,608
2165
$1.45M ﹤0.01%
136,573
+12,373
2166
$1.45M ﹤0.01%
72,379
-3,420
2167
$1.45M ﹤0.01%
81,743
-86,417
2168
$1.45M ﹤0.01%
101,601
-73,728
2169
$1.45M ﹤0.01%
14,608
-27,765
2170
$1.45M ﹤0.01%
9,826
+7,757
2171
$1.45M ﹤0.01%
168,218
+46,653
2172
$1.44M ﹤0.01%
163,581
-116,773
2173
$1.44M ﹤0.01%
77,390
-93,112
2174
$1.43M ﹤0.01%
168,033
+78,800
2175
$1.43M ﹤0.01%
+46,323
85 86
87
88 89