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
2176
$1.43M ﹤0.01%
168,510
+143,851
2177
$1.43M ﹤0.01%
125,786
-53,024
2178
$1.43M ﹤0.01%
28,543
-7,338
2179
$1.42M ﹤0.01%
79,394
-49,737
2180
$1.42M ﹤0.01%
42,299
-9,923
2181
$1.42M ﹤0.01%
19,463
-2,098
2182
$1.41M ﹤0.01%
23,661
+1,187
2183
$1.41M ﹤0.01%
135,037
+19,702
2184
$1.41M ﹤0.01%
+49,656
2185
$1.41M ﹤0.01%
109,899
-23,732
2186
$1.41M ﹤0.01%
86,679
+4,867
2187
$1.41M ﹤0.01%
14,409
+14,384
2188
$1.4M ﹤0.01%
63,644
+10,952
2189
$1.4M ﹤0.01%
133,763
-20,752
2190
$1.4M ﹤0.01%
27,327
-6,275
2191
$1.4M ﹤0.01%
74,095
-178,249
2192
$1.4M ﹤0.01%
653,443
+194,505
2193
$1.4M ﹤0.01%
+55,152
2194
$1.39M ﹤0.01%
58,665
-113
2195
$1.39M ﹤0.01%
31,867
+17,945
2196
$1.39M ﹤0.01%
110,805
+5,763
2197
$1.39M ﹤0.01%
41,026
-33,391
2198
$1.39M ﹤0.01%
41,044
+1,579
2199
$1.38M ﹤0.01%
21,185
+2,550
2200
$1.38M ﹤0.01%
37,902
+14,282
86 87
88
89 90