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
2551
$1.01M ﹤0.01%
26,027
+5,040
2552
$1.01M ﹤0.01%
62,275
-55,019
2553
$1.01M ﹤0.01%
31,752
+6,845
2554
$1.01M ﹤0.01%
55,822
-101,690
2555
$1M ﹤0.01%
50,719
-25,704
2556
$1M ﹤0.01%
15,365
-1,475
2557
$1M ﹤0.01%
11,442
-99
2558
$1M ﹤0.01%
20,136
+15,446
2559
$1M ﹤0.01%
148,807
+5,385
2560
$1M ﹤0.01%
23,220
-41,539
2561
$999K ﹤0.01%
13,341
+3,411
2562
$999K ﹤0.01%
17,000
+2,510
2563
$999K ﹤0.01%
42,727
+41,087
2564
$996K ﹤0.01%
12,136
+1,215
2565
$996K ﹤0.01%
193,143
+167,982
2566
$992K ﹤0.01%
109,651
+9,376
2567
$991K ﹤0.01%
77,899
-68,286
2568
$991K ﹤0.01%
34,725
-29
2569
$990K ﹤0.01%
20,866
-254
2570
$988K ﹤0.01%
39,104
+37,129
2571
$987K ﹤0.01%
23,920
+7,326
2572
$985K ﹤0.01%
124,071
+25,681
2573
$985K ﹤0.01%
39,796
-6,952
2574
$980K ﹤0.01%
15,226
+8,989
2575
$978K ﹤0.01%
105,143
+3,541
101 102
103
104 105