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
3676
$179K ﹤0.01%
14,111
-16,973
3677
$179K ﹤0.01%
89
+83
3678
$179K ﹤0.01%
18,010
+3,806
3679
$178K ﹤0.01%
14,101
-13,947
3680
$178K ﹤0.01%
9,685
-1,732
3681
$177K ﹤0.01%
7,844
-134,432
3682
$177K ﹤0.01%
6,013
+4,561
3683
$177K ﹤0.01%
3,260
-100
3684
$176K ﹤0.01%
+4,591
3685
$176K ﹤0.01%
10,542
-1,424
3686
$176K ﹤0.01%
6,524
-8,628
3687
$176K ﹤0.01%
5,772
+1,221
3688
$176K ﹤0.01%
13,571
+1,607
3689
$176K ﹤0.01%
13,647
+541
3690
$176K ﹤0.01%
+5,900
3691
$175K ﹤0.01%
28,157
-2,741
3692
$175K ﹤0.01%
4,669
+30
3693
$175K ﹤0.01%
9,509
+5,779
3694
$175K ﹤0.01%
21,955
+21,895
3695
$175K ﹤0.01%
4,849
-1,169
3696
$175K ﹤0.01%
20,707
+361
3697
$174K ﹤0.01%
5,892
+2,950
3698
$174K ﹤0.01%
3,091
-317
3699
$174K ﹤0.01%
+5,122
3700
$174K ﹤0.01%
+8,478
146 147
148
149 150