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 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
5801
$7K ﹤0.01%
2,084
+343
5802
$7K ﹤0.01%
174
+124
5803
$7K ﹤0.01%
572
+549
5804
$7K ﹤0.01%
+231
5805
$7K ﹤0.01%
497
+178
5806
$7K ﹤0.01%
169
-53
5807
$7K ﹤0.01%
1,972
+972
5808
$7K ﹤0.01%
441
+18
5809
$7K ﹤0.01%
6,450
+950
5810
$7K ﹤0.01%
+2,072
5811
$7K ﹤0.01%
254
-2,355
5812
$7K ﹤0.01%
199
-1,810
5813
$7K ﹤0.01%
9,500
-8,154
5814
$7K ﹤0.01%
+892
5815
$7K ﹤0.01%
+833
5816
$7K ﹤0.01%
+189
5817
$7K ﹤0.01%
1,794
-2,098
5818
$7K ﹤0.01%
277
-548
5819
$7K ﹤0.01%
3,768
+2,268
5820
$7K ﹤0.01%
760
+408
5821
$6K ﹤0.01%
161
+99
5822
$6K ﹤0.01%
870
5823
$6K ﹤0.01%
+401
5824
$6K ﹤0.01%
1,509
+924
5825
$6K ﹤0.01%
3,000
-1,121