Latest Q4/2015 Holdings: Ubs Asset Management Americas Inc
Fund Summary Info
- Swiss Global Financial Services Co.
- World’s Second Largest Manager of Private Wealth Assets
- Belongs to Mega Fund Group.
- $104 Billion in 13-F Assets, Down from $227 Billion in June 2014 Qtr., And Up from $104 Billion in Prior March 2015 Qtr.
- Returned 8.5% in FY 2014, Higher than the 7.5% Return for the Dow Jones & 3.5% Return for the small-cap Russell 2000 in FY 2014
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