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
3276
$351K ﹤0.01%
42,090
-16,257
3277
$350K ﹤0.01%
2,899
-2,087
3278
$349K ﹤0.01%
36,927
-10,447
3279
$349K ﹤0.01%
23,733
-38,312
3280
$347K ﹤0.01%
8,610
-4,177
3281
$347K ﹤0.01%
35,927
+11,574
3282
$346K ﹤0.01%
19,024
-1,289
3283
$345K ﹤0.01%
28,529
+18,424
3284
$345K ﹤0.01%
9,795
+4,177
3285
$344K ﹤0.01%
15,032
-12,888
3286
$344K ﹤0.01%
15,172
+3,173
3287
$343K ﹤0.01%
38,918
+877
3288
$342K ﹤0.01%
44
+1
3289
$342K ﹤0.01%
4,674
-3,179
3290
$342K ﹤0.01%
17,112
+9,966
3291
$342K ﹤0.01%
5,880
+1,264
3292
$342K ﹤0.01%
36,947
-5,129
3293
$341K ﹤0.01%
5,820
-4,005
3294
$340K ﹤0.01%
24,220
-93
3295
$340K ﹤0.01%
6,489
+439
3296
$340K ﹤0.01%
58,852
+18,152
3297
$340K ﹤0.01%
6,729
-1,295
3298
$340K ﹤0.01%
46,308
+14,178
3299
$338K ﹤0.01%
65,444
+4,147
3300
$337K ﹤0.01%
23,689
+14,320
130 131
132
133 134