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
3851
$136K ﹤0.01%
10,530
+4,470
3852
$135K ﹤0.01%
1,847
-8,656
3853
$135K ﹤0.01%
+426
3854
$135K ﹤0.01%
+73,900
3855
$134K ﹤0.01%
20,474
+1,743
3856
$133K ﹤0.01%
1,263
-116
3857
$133K ﹤0.01%
3,973
+159
3858
$133K ﹤0.01%
5,257
-5,447
3859
$133K ﹤0.01%
4,710
+4,221
3860
$133K ﹤0.01%
45,285
+13,285
3861
$132K ﹤0.01%
4,645
-1,092
3862
$132K ﹤0.01%
+348
3863
$132K ﹤0.01%
4,740
-2,838
3864
$132K ﹤0.01%
3,215
-159
3865
$131K ﹤0.01%
4,618
+298
3866
$131K ﹤0.01%
7,869
+2,874
3867
$131K ﹤0.01%
4,434
-51
3868
$130K ﹤0.01%
+2,047
3869
$130K ﹤0.01%
1,478
+938
3870
$130K ﹤0.01%
14,255
-131,951
3871
$129K ﹤0.01%
11,600
-2,425
3872
$129K ﹤0.01%
4,098
-314
3873
$129K ﹤0.01%
6,698
-163
3874
$129K ﹤0.01%
5,527
-8,917
3875
$128K ﹤0.01%
+1,342
153 154
155
156 157