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
3876
$128K ﹤0.01%
5,520
+2,454
3877
$128K ﹤0.01%
4,013
+2,396
3878
$128K ﹤0.01%
4,792
-2,164
3879
$127K ﹤0.01%
+5,216
3880
$127K ﹤0.01%
6,823
-6,893
3881
$127K ﹤0.01%
5,090
-652
3882
$127K ﹤0.01%
6,500
+3,400
3883
$127K ﹤0.01%
+10,536
3884
$127K ﹤0.01%
13,807
-169,877
3885
$126K ﹤0.01%
27
+2
3886
$126K ﹤0.01%
632
+602
3887
$126K ﹤0.01%
45
-340
3888
$126K ﹤0.01%
8,874
-14,430
3889
$126K ﹤0.01%
+10,000
3890
$126K ﹤0.01%
5,892
-764
3891
$125K ﹤0.01%
19,913
+15,258
3892
$125K ﹤0.01%
5,557
+144
3893
$125K ﹤0.01%
1,550
-3,344
3894
$125K ﹤0.01%
7,128
-37,524
3895
$125K ﹤0.01%
2,585
-1
3896
$125K ﹤0.01%
24,197
+586
3897
$124K ﹤0.01%
40,276
-17,161
3898
$123K ﹤0.01%
4,380
-1,704
3899
$123K ﹤0.01%
5,420
+5,148
3900
$123K ﹤0.01%
1,051
-155
154 155
156
157 158