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
3576
$214K ﹤0.01%
6,027
+1,097
3577
$214K ﹤0.01%
12,253
+9,264
3578
$213K ﹤0.01%
8,663
-235,006
3579
$213K ﹤0.01%
34,233
+2,072
3580
$213K ﹤0.01%
+8,000
3581
$213K ﹤0.01%
5,499
+1,424
3582
$212K ﹤0.01%
16,792
+5,615
3583
$212K ﹤0.01%
12,611
+25
3584
$211K ﹤0.01%
6,166
-8,694
3585
$211K ﹤0.01%
15,899
+7,178
3586
$211K ﹤0.01%
5,563
+1,330
3587
$211K ﹤0.01%
3,367
+1,572
3588
$211K ﹤0.01%
3,832
-183
3589
$211K ﹤0.01%
3,974
-9,782
3590
$210K ﹤0.01%
8,476
+813
3591
$210K ﹤0.01%
20,962
+1,865
3592
$208K ﹤0.01%
3,213
+2,149
3593
$208K ﹤0.01%
5,396
-660
3594
$208K ﹤0.01%
8,600
-1,121
3595
$207K ﹤0.01%
5,752
+4,066
3596
$207K ﹤0.01%
16,217
+4,786
3597
$207K ﹤0.01%
28,118
-7,178
3598
$207K ﹤0.01%
9,736
+8,748
3599
$206K ﹤0.01%
3,306
-5,628
3600
$205K ﹤0.01%
9,332
+247
142 143
144
145 146