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
2576
$978K ﹤0.01%
45,542
-44,599
2577
$975K ﹤0.01%
34,642
+29,942
2578
$974K ﹤0.01%
76,408
+5,151
2579
$974K ﹤0.01%
29,821
+5,440
2580
$973K ﹤0.01%
72,642
+20,478
2581
$973K ﹤0.01%
35,703
-2,322
2582
$973K ﹤0.01%
26,010
-10,626
2583
$971K ﹤0.01%
57,078
+54,378
2584
$970K ﹤0.01%
72,655
+35,387
2585
$967K ﹤0.01%
75,198
-66,846
2586
$965K ﹤0.01%
13,638
+2,475
2587
$965K ﹤0.01%
34,705
+28,868
2588
$965K ﹤0.01%
61,989
+1,630
2589
$963K ﹤0.01%
19,115
+16,919
2590
$962K ﹤0.01%
27,101
-3,467
2591
$959K ﹤0.01%
80,088
+42,532
2592
$958K ﹤0.01%
34,384
-14,368
2593
$958K ﹤0.01%
22,451
+5,048
2594
$956K ﹤0.01%
54,165
+1,978
2595
$956K ﹤0.01%
38,507
-6,578
2596
$955K ﹤0.01%
143,012
+31,214
2597
$954K ﹤0.01%
37,431
+14,997
2598
$952K ﹤0.01%
35,793
+5,334
2599
$952K ﹤0.01%
70,341
+6,768
2600
$951K ﹤0.01%
21,035
-9,531
102 103
104
105 106