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
2301
$1.21M ﹤0.01%
319,754
+19,918
2302
$1.21M ﹤0.01%
53,869
+8,325
2303
$1.21M ﹤0.01%
28,824
+22,260
2304
$1.21M ﹤0.01%
34,048
-1,522
2305
$1.21M ﹤0.01%
719,375
+12,544
2306
$1.21M ﹤0.01%
713,815
2307
$1.2M ﹤0.01%
27,270
+2,070
2308
$1.2M ﹤0.01%
59,297
-65,819
2309
$1.2M ﹤0.01%
48,698
-16,980
2310
$1.2M ﹤0.01%
47,354
-34,348
2311
$1.2M ﹤0.01%
41,450
-51,342
2312
$1.19M ﹤0.01%
141,369
+12,074
2313
$1.19M ﹤0.01%
140,305
+102,318
2314
$1.19M ﹤0.01%
49,086
+37,413
2315
$1.19M ﹤0.01%
85,562
+19,055
2316
$1.18M ﹤0.01%
17,683
-6,706
2317
$1.18M ﹤0.01%
20,533
+2,038
2318
$1.18M ﹤0.01%
72,221
+4,912
2319
$1.18M ﹤0.01%
171,021
+23,535
2320
$1.18M ﹤0.01%
63,697
-3,036
2321
$1.18M ﹤0.01%
35,388
+12,320
2322
$1.18M ﹤0.01%
13,497
-5,206
2323
$1.18M ﹤0.01%
42,882
+14,818
2324
$1.17M ﹤0.01%
11,732
+4,248
2325
$1.17M ﹤0.01%
50,713
+43,085
91 92
93
94 95