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
2326
$1.17M ﹤0.01%
120,384
+17,352
2327
$1.17M ﹤0.01%
44,215
-51,134
2328
$1.17M ﹤0.01%
228,773
+190,931
2329
$1.17M ﹤0.01%
114,212
-6,445
2330
$1.17M ﹤0.01%
27,196
+15,698
2331
$1.16M ﹤0.01%
19,848
-52,949
2332
$1.16M ﹤0.01%
1,967
+1,672
2333
$1.16M ﹤0.01%
35,778
-7,634
2334
$1.16M ﹤0.01%
45,454
-43,662
2335
$1.16M ﹤0.01%
48,047
-1,848
2336
$1.16M ﹤0.01%
14,819
+8,113
2337
$1.16M ﹤0.01%
112,906
+57,559
2338
$1.15M ﹤0.01%
81,224
-72,804
2339
$1.15M ﹤0.01%
24,746
+5,656
2340
$1.15M ﹤0.01%
97,981
+2,628
2341
$1.15M ﹤0.01%
113,587
-47,896
2342
$1.15M ﹤0.01%
97,068
+8,493
2343
$1.15M ﹤0.01%
102,883
+472
2344
$1.15M ﹤0.01%
74,333
+258
2345
$1.14M ﹤0.01%
127,391
-3,601
2346
$1.14M ﹤0.01%
31,702
+12,152
2347
$1.14M ﹤0.01%
52,035
-33,620
2348
$1.14M ﹤0.01%
179,946
+97,116
2349
$1.14M ﹤0.01%
50,378
-85,213
2350
$1.14M ﹤0.01%
21,162
-55,835
92 93
94
95 96