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
3351
$310K ﹤0.01%
4,045
-17,472
3352
$310K ﹤0.01%
5,012
+4,224
3353
$310K ﹤0.01%
3,130
+2,380
3354
$309K ﹤0.01%
16,707
-39,948
3355
$309K ﹤0.01%
12,195
+305
3356
$308K ﹤0.01%
10,884
-78,946
3357
$307K ﹤0.01%
13
-5
3358
$306K ﹤0.01%
4,434
-1
3359
$306K ﹤0.01%
10,308
+2,983
3360
$305K ﹤0.01%
81,845
+33,251
3361
$305K ﹤0.01%
24,652
-51,227
3362
$303K ﹤0.01%
9,232
+1,236
3363
$303K ﹤0.01%
4,765
+147
3364
$303K ﹤0.01%
6,940
-1,047
3365
$303K ﹤0.01%
37,120
+8,595
3366
$302K ﹤0.01%
25,862
+13,479
3367
$302K ﹤0.01%
3,070
+1,614
3368
$301K ﹤0.01%
1,078
+662
3369
$300K ﹤0.01%
10,440
-1,362
3370
$299K ﹤0.01%
6,314
+79
3371
$299K ﹤0.01%
39,417
-100,076
3372
$299K ﹤0.01%
22,138
+3,707
3373
$299K ﹤0.01%
14,624
-65,254
3374
$298K ﹤0.01%
494
-29
3375
$298K ﹤0.01%
20,700
-2,486
133 134
135
136 137