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
2351
$1.14M ﹤0.01%
23,002
+1,102
2352
$1.14M ﹤0.01%
+48,372
2353
$1.14M ﹤0.01%
15,519
+7,505
2354
$1.13M ﹤0.01%
83,296
-31,284
2355
$1.13M ﹤0.01%
16,032
-3,999
2356
$1.13M ﹤0.01%
32,788
+5,931
2357
$1.13M ﹤0.01%
77,279
-20,450
2358
$1.13M ﹤0.01%
56,080
-3,789
2359
$1.13M ﹤0.01%
16,985
+1,846
2360
$1.12M ﹤0.01%
11,767
-22,725
2361
$1.12M ﹤0.01%
20,959
+13,403
2362
$1.12M ﹤0.01%
24,216
-1,644
2363
$1.12M ﹤0.01%
139,493
-58,710
2364
$1.11M ﹤0.01%
31,925
-250
2365
$1.11M ﹤0.01%
19,844
-2,985
2366
$1.11M ﹤0.01%
50,478
+5,551
2367
$1.11M ﹤0.01%
90,058
+839
2368
$1.11M ﹤0.01%
303
+68
2369
$1.11M ﹤0.01%
281,952
+69,724
2370
$1.1M ﹤0.01%
44,661
+272
2371
$1.1M ﹤0.01%
29,212
-3,794
2372
$1.1M ﹤0.01%
29,561
+3,216
2373
$1.09M ﹤0.01%
61,390
-10,926
2374
$1.09M ﹤0.01%
24,074
+4,864
2375
$1.09M ﹤0.01%
28,028
-40,687
93 94
95
96 97