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
$84.2B
AUM Growth
+$11.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,996
New
Increased
Reduced
Closed

Top Buys

1
+$1.63B
2
+$600M
3
+$445M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$216M
5
IYR icon
iShares US Real Estate ETF
IYR
+$206M

Top Sells

1
+$596M
2
+$468M
3
+$238M
4
AGU
Agrium
AGU
+$200M
5
AZN icon
AstraZeneca
AZN
+$157M

Sector Composition

1 Energy 10.73%
2 Financials 9.7%
3 Healthcare 8.19%
4 Technology 8.16%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$1.06M ﹤0.01%
35,066
+5,671
2527
$1.06M ﹤0.01%
58,577
-2,813
2528
$1.06M ﹤0.01%
36,232
+32,907
2529
$1.05M ﹤0.01%
81,874
-28,025
2530
$1.05M ﹤0.01%
71,778
+66,686
2531
$1.05M ﹤0.01%
22,051
+19,163
2532
$1.05M ﹤0.01%
75,136
-4,258
2533
$1.05M ﹤0.01%
26,767
-16,059
2534
$1.05M ﹤0.01%
77,559
+71,559
2535
$1.04M ﹤0.01%
99,896
+99,596
2536
$1.04M ﹤0.01%
+32,556
2537
$1.04M ﹤0.01%
97,932
-80,344
2538
$1.04M ﹤0.01%
74,922
+54,535
2539
$1.04M ﹤0.01%
+18,571
2540
$1.04M ﹤0.01%
183,384
+29,288
2541
$1.03M ﹤0.01%
11,695
+859
2542
$1.03M ﹤0.01%
22,208
-81
2543
$1.03M ﹤0.01%
33,124
-290
2544
$1.02M ﹤0.01%
2,745
-760
2545
$1.02M ﹤0.01%
+5,188
2546
$1.02M ﹤0.01%
89,124
-45,429
2547
$1.02M ﹤0.01%
31,515
+9,597
2548
$1.02M ﹤0.01%
59,544
+1,977
2549
$1.02M ﹤0.01%
59,656
-8,060
2550
$1.02M ﹤0.01%
11,545
+4,918
100 101
102
103 104