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
2426
$1.02M ﹤0.01%
56,269
+27,715
2427
$1.02M ﹤0.01%
1,272
2428
$1.02M ﹤0.01%
20,386
+4,875
2429
$1.01M ﹤0.01%
98,256
+32,830
2430
$1.01M ﹤0.01%
49,108
+5,494
2431
$1.01M ﹤0.01%
101,115
-4,732
2432
$1.01M ﹤0.01%
18,716
-5,606
2433
$1.01M ﹤0.01%
13,253
-4,175
2434
$1.01M ﹤0.01%
16,833
+7,011
2435
$1.01M ﹤0.01%
75,336
-1,360
2436
$1.01M ﹤0.01%
72,255
-590
2437
$1.01M ﹤0.01%
31,852
+198
2438
$1M ﹤0.01%
165,311
-7,686
2439
$1M ﹤0.01%
19,709
-1,191
2440
$1M ﹤0.01%
28,092
+22,311
2441
$999K ﹤0.01%
34,754
-16,321
2442
$999K ﹤0.01%
51,104
+13,288
2443
$997K ﹤0.01%
56,655
-31,284
2444
$995K ﹤0.01%
57,294
-66,698
2445
$993K ﹤0.01%
21,159
-4,029
2446
$993K ﹤0.01%
19,778
+2,529
2447
$989K ﹤0.01%
32,116
+31,499
2448
$988K ﹤0.01%
25,399
+22,930
2449
$987K ﹤0.01%
42,057
-39,966
2450
$985K ﹤0.01%
12,682
+469
96 97
98
99 100