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
4926
$29K ﹤0.01%
237
-170
4927
$29K ﹤0.01%
1,058
-6,984
4928
$29K ﹤0.01%
1,674
+754
4929
$29K ﹤0.01%
1,938
+311
4930
$29K ﹤0.01%
14,327
+6,568
4931
$29K ﹤0.01%
+870
4932
$29K ﹤0.01%
3,229
+1,408
4933
$28K ﹤0.01%
674
-2,194
4934
$28K ﹤0.01%
719
-2,102
4935
$28K ﹤0.01%
3,007
+1,291
4936
$28K ﹤0.01%
1,757
-4,368
4937
$28K ﹤0.01%
+3
4938
$28K ﹤0.01%
1,130
+730
4939
$28K ﹤0.01%
5,584
+4,981
4940
$28K ﹤0.01%
1,819
+763
4941
$28K ﹤0.01%
2,295
+1,402
4942
$28K ﹤0.01%
4,752
+3,370
4943
$28K ﹤0.01%
411
+172
4944
$28K ﹤0.01%
7,420
-1,150
4945
$28K ﹤0.01%
+36,442
4946
$28K ﹤0.01%
3,880
+2,355
4947
$28K ﹤0.01%
1,441
+793
4948
$28K ﹤0.01%
2,334
+56
4949
$28K ﹤0.01%
6,597
-5,958
4950
$28K ﹤0.01%
1,759
+897
196 197
198
199 200