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
376
$40.8M 0.04%
495,013
-64,448
377
$40.6M 0.04%
3,027,140
+496,398
378
$40.3M 0.04%
891,885
+73,956
379
$40.3M 0.04%
309,657
-26,756
380
$40.2M 0.04%
479,128
-172,704
381
$40.1M 0.04%
371,203
+12,300
382
$40M 0.04%
268,854
-278
383
$39.6M 0.04%
686,766
+121,437
384
$39.6M 0.04%
1,044,139
+37,535
385
$39.5M 0.04%
644,377
+116,425
386
$39.2M 0.04%
1,051,254
+156,119
387
$39.1M 0.04%
412,736
-42,666
388
$38.8M 0.04%
475,121
-2,882
389
$38.8M 0.04%
417,851
-50,039
390
$38.7M 0.04%
431,732
-37,342
391
$38.6M 0.04%
557,541
+91,157
392
$38.3M 0.04%
510,278
-35,327
393
$38.2M 0.04%
475,295
+10,589
394
$38.1M 0.04%
1,388,744
+186,331
395
$37.8M 0.04%
947,701
+89,856
396
$37.6M 0.04%
271,350
-25,217
397
$37.3M 0.03%
926,401
+81,985
398
$37.1M 0.03%
854,742
-46,569
399
$36.6M 0.03%
349,886
-39,153
400
$36.4M 0.03%
135,169
-7,665
14 15
16
17 18