We are live on ! Find out more
U

UBS Portfolio holdings

AUM $109B
1-Year Est. Return 16.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.36%
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
+$1.56B
2
+$585M
3
+$370M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$216M
5
IYR icon
iShares US Real Estate ETF
IYR
+$210M

Top Sells

1
+$615M
2
+$468M
3
+$212M
4
AGU
Agrium
AGU
+$193M
5
AZN icon
AstraZeneca
AZN
+$143M

Sector Composition

1 Energy 10.73%
2 Healthcare 8.19%
3 Technology 8.14%
4 Financials 7.77%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5276
$17K ﹤0.01%
1,098
+449
5277
$17K ﹤0.01%
4,066
-6,032
5278
$17K ﹤0.01%
+1,320
5279
$17K ﹤0.01%
+1,389
5280
$17K ﹤0.01%
726
-2,932
5281
$17K ﹤0.01%
600
-450
5282
$17K ﹤0.01%
13,451
-2,227
5283
$17K ﹤0.01%
813
-339
5284
$17K ﹤0.01%
21
+4
5285
$17K ﹤0.01%
1,419
+804
5286
$17K ﹤0.01%
4,858
+4,209
5287
$17K ﹤0.01%
902
+100
5288
$17K ﹤0.01%
344
+319
5289
$17K ﹤0.01%
5,126
+4,624
5290
$17K ﹤0.01%
5,086
+2,596
5291
$17K ﹤0.01%
+16,312
5292
$17K ﹤0.01%
+980
5293
$17K ﹤0.01%
+6,291
5294
$17K ﹤0.01%
8,308
5295
$17K ﹤0.01%
339
-544
5296
$17K ﹤0.01%
15,122
-2,993
5297
$17K ﹤0.01%
212
+40
5298
$17K ﹤0.01%
1,490
-230,669
5299
$17K ﹤0.01%
1,306
+712
5300
$17K ﹤0.01%
3,711
+1,430
210 211
212
213 214