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
2776
$761K ﹤0.01%
142,440
+37,955
2777
$760K ﹤0.01%
67,190
-192,270
2778
$759K ﹤0.01%
37,941
+11,260
2779
$759K ﹤0.01%
99,643
+92,092
2780
$756K ﹤0.01%
21,345
+1,777
2781
$756K ﹤0.01%
61,346
-18,350
2782
$754K ﹤0.01%
15,946
-3,804
2783
$754K ﹤0.01%
47,767
-1,335
2784
$753K ﹤0.01%
10,615
-16,521
2785
$752K ﹤0.01%
57,048
-5,401
2786
$751K ﹤0.01%
27,053
-6,573
2787
$751K ﹤0.01%
27,122
+4,349
2788
$751K ﹤0.01%
38,966
+29,588
2789
$750K ﹤0.01%
20,372
-20,654
2790
$749K ﹤0.01%
76,758
+2,040
2791
$749K ﹤0.01%
38,334
+26,679
2792
$748K ﹤0.01%
67,308
+9,075
2793
$747K ﹤0.01%
35,863
+23,884
2794
$747K ﹤0.01%
32,350
+13,917
2795
$746K ﹤0.01%
24,758
+2,222
2796
$745K ﹤0.01%
15,986
+3,858
2797
$744K ﹤0.01%
33,622
+13,178
2798
$742K ﹤0.01%
62,950
+40,782
2799
$742K ﹤0.01%
60,669
+18,325
2800
$736K ﹤0.01%
34,598
+22,336
110 111
112
113 114