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
2226
$1.33M ﹤0.01%
28,636
+2,342
2227
$1.33M ﹤0.01%
146,206
+554
2228
$1.33M ﹤0.01%
20,725
+565
2229
$1.33M ﹤0.01%
33,972
-548
2230
$1.32M ﹤0.01%
223,630
+60,720
2231
$1.32M ﹤0.01%
46,273
-26,400
2232
$1.31M ﹤0.01%
34,490
-10,600
2233
$1.31M ﹤0.01%
91,922
-16,001
2234
$1.31M ﹤0.01%
35,126
-12,285
2235
$1.31M ﹤0.01%
158,373
+19,549
2236
$1.31M ﹤0.01%
109,950
+13,596
2237
$1.31M ﹤0.01%
55,543
-683
2238
$1.3M ﹤0.01%
98,964
+63,761
2239
$1.3M ﹤0.01%
43,360
-5,110
2240
$1.3M ﹤0.01%
150,348
-6,259
2241
$1.3M ﹤0.01%
26,049
-14,885
2242
$1.3M ﹤0.01%
11,325
+966
2243
$1.29M ﹤0.01%
26,934
-15,106
2244
$1.29M ﹤0.01%
32,106
2245
$1.29M ﹤0.01%
40,135
+36,556
2246
$1.29M ﹤0.01%
92,311
+8,633
2247
$1.29M ﹤0.01%
28,392
-7,378
2248
$1.29M ﹤0.01%
75,614
+48,307
2249
$1.29M ﹤0.01%
98,720
+55,420
2250
$1.29M ﹤0.01%
78,610
+1,965
88 89
90
91 92