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
676
$17.2M 0.02%
333,904
+11,006
677
$17.1M 0.02%
344,460
+51,619
678
$17.1M 0.02%
418,999
+230,997
679
$17.1M 0.02%
738,017
+253,647
680
$17M 0.02%
725,409
+58,002
681
$17M 0.02%
761,958
+46,304
682
$17M 0.02%
1,005,631
-32,289
683
$17M 0.02%
537,628
-47,478
684
$17M 0.02%
275,412
+55,449
685
$16.9M 0.02%
+670,542
686
$16.9M 0.02%
1,107,678
-671,668
687
$16.9M 0.02%
315,267
+78,367
688
$16.8M 0.02%
1,703,235
+534,721
689
$16.8M 0.02%
223,306
-156,592
690
$16.7M 0.02%
264,270
+109,346
691
$16.7M 0.02%
935,565
-138,784
692
$16.6M 0.02%
480,842
-29,019
693
$16.6M 0.02%
289,365
+78,442
694
$16.5M 0.02%
351,839
+176,150
695
$16.5M 0.02%
543,332
+12,932
696
$16.4M 0.02%
400,909
+285,950
697
$16.4M 0.02%
365,244
-65,740
698
$16.3M 0.02%
487,392
+441,069
699
$16.2M 0.02%
739,390
+123,919
700
$16.2M 0.02%
363,423
+16
26 27
28
29 30