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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
6276
$1K ﹤0.01%
+368
6277
$1K ﹤0.01%
+100
6278
$1K ﹤0.01%
+177
6279
$1K ﹤0.01%
115
-653
6280
$1K ﹤0.01%
55
-2,063
6281
$1K ﹤0.01%
+5
6282
$1K ﹤0.01%
1,006
+881
6283
$1K ﹤0.01%
35
-617
6284
$1K ﹤0.01%
54
-1,709
6285
$1K ﹤0.01%
59
-613
6286
$1K ﹤0.01%
+610
6287
$1K ﹤0.01%
+160
6288
$1K ﹤0.01%
+516
6289
$1K ﹤0.01%
234
-5,259
6290
$1K ﹤0.01%
60
-435
6291
$1K ﹤0.01%
+1,161
6292
$1K ﹤0.01%
2,120
-18,033
6293
$1K ﹤0.01%
158
-180
6294
$1K ﹤0.01%
+46
6295
$1K ﹤0.01%
+400
6296
$1K ﹤0.01%
1,022
-15
6297
$1K ﹤0.01%
2,053
+1,403
6298
$1K ﹤0.01%
+350
6299
$1K ﹤0.01%
600
-232
6300
$1K ﹤0.01%
+70
250 251
252
253 254