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
4076
$91K ﹤0.01%
102
+100
4077
$90K ﹤0.01%
1,382
-4,478
4078
$90K ﹤0.01%
5,473
-55,393
4079
$90K ﹤0.01%
12,200
-18,062
4080
$90K ﹤0.01%
12
+4
4081
$90K ﹤0.01%
1,815
-13,004
4082
$90K ﹤0.01%
+33,003
4083
$90K ﹤0.01%
+8,113
4084
$89K ﹤0.01%
4,630
+3,134
4085
$89K ﹤0.01%
7,361
+3,861
4086
$89K ﹤0.01%
10,218
-7,782
4087
$89K ﹤0.01%
6,253
-4,700
4088
$89K ﹤0.01%
2,594
+2,283
4089
$89K ﹤0.01%
5,878
+1,632
4090
$89K ﹤0.01%
6,819
-46
4091
$89K ﹤0.01%
18,910
+1,917
4092
$89K ﹤0.01%
1,335
-15,650
4093
$89K ﹤0.01%
11,317
-8,770
4094
$89K ﹤0.01%
777
+667
4095
$88K ﹤0.01%
12,101
+11,603
4096
$88K ﹤0.01%
1,425
+522
4097
$88K ﹤0.01%
+1,766
4098
$88K ﹤0.01%
1,642
-1,834
4099
$88K ﹤0.01%
912
-4
4100
$88K ﹤0.01%
6,040
-2,132
162 163
164
165 166