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
3751
$157K ﹤0.01%
5,898
-1,263
3752
$157K ﹤0.01%
116,558
+45,885
3753
$156K ﹤0.01%
2,696
-1,751
3754
$156K ﹤0.01%
3,309
-2,731
3755
$156K ﹤0.01%
16,015
-684
3756
$156K ﹤0.01%
8,034
-791
3757
$155K ﹤0.01%
7,562
+132
3758
$155K ﹤0.01%
14,701
+1,527
3759
$155K ﹤0.01%
4,843
+806
3760
$155K ﹤0.01%
14,294
-422
3761
$154K ﹤0.01%
2,791
-2,465
3762
$154K ﹤0.01%
8,887
-10,301
3763
$154K ﹤0.01%
45,774
-171,968
3764
$153K ﹤0.01%
+554
3765
$152K ﹤0.01%
2,433
+2,097
3766
$152K ﹤0.01%
4,009
+2,305
3767
$152K ﹤0.01%
1,772
+813
3768
$152K ﹤0.01%
3,625
-7,061
3769
$152K ﹤0.01%
6,400
+1,087
3770
$151K ﹤0.01%
651
+110
3771
$151K ﹤0.01%
12,070
+3,218
3772
$151K ﹤0.01%
4,529
+2,880
3773
$151K ﹤0.01%
8,750
-97,013
3774
$151K ﹤0.01%
41,805
-2,685
3775
$151K ﹤0.01%
13,205
-1,932
149 150
151
152 153