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
2201
$1.38M ﹤0.01%
35,860
+6,299
2202
$1.38M ﹤0.01%
92,959
+15,269
2203
$1.38M ﹤0.01%
555,723
+384,078
2204
$1.38M ﹤0.01%
105,632
+4,677
2205
$1.38M ﹤0.01%
91,596
+32,457
2206
$1.38M ﹤0.01%
30,566
-9,957
2207
$1.37M ﹤0.01%
122,403
-59,634
2208
$1.37M ﹤0.01%
222,572
-7,538
2209
$1.37M ﹤0.01%
39,015
+16,484
2210
$1.37M ﹤0.01%
27,047
-1,282
2211
$1.36M ﹤0.01%
27,361
-10,307
2212
$1.36M ﹤0.01%
75,929
+7,983
2213
$1.36M ﹤0.01%
17,228
+6,443
2214
$1.36M ﹤0.01%
72,624
-7,215
2215
$1.36M ﹤0.01%
88,605
+44,437
2216
$1.35M ﹤0.01%
21,457
+6,714
2217
$1.35M ﹤0.01%
56,540
+2,480
2218
$1.35M ﹤0.01%
40,580
-12,009
2219
$1.34M ﹤0.01%
55,095
-646
2220
$1.34M ﹤0.01%
60,247
-827
2221
$1.34M ﹤0.01%
42,093
-546
2222
$1.34M ﹤0.01%
18,165
-2,357
2223
$1.34M ﹤0.01%
89,941
-130,252
2224
$1.34M ﹤0.01%
85,371
+2,466
2225
$1.33M ﹤0.01%
53,489
+36,550
87 88
89
90 91