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
751
$14.5M 0.01%
231,609
-37,887
752
$14.5M 0.01%
558,412
-1,004,703
753
$14.5M 0.01%
569,767
-10,672
754
$14.4M 0.01%
1,004,547
+348,664
755
$14.4M 0.01%
183,870
-2,697
756
$14.4M 0.01%
1,491,793
+284,851
757
$14.4M 0.01%
1,435,460
+328,792
758
$14.3M 0.01%
872,889
-6,789
759
$14.3M 0.01%
48,722
-16,287
760
$14.3M 0.01%
303,424
+55,199
761
$14.2M 0.01%
514,505
+55,176
762
$14.2M 0.01%
477,043
-56,892
763
$14.2M 0.01%
94,263
+5,194
764
$14.1M 0.01%
247,820
+10,530
765
$14.1M 0.01%
189,684
-10,548
766
$14.1M 0.01%
343,706
+115,240
767
$14.1M 0.01%
476,596
+7,849
768
$14M 0.01%
220,927
+28,798
769
$13.9M 0.01%
241,663
+98,896
770
$13.9M 0.01%
240,161
+206,974
771
$13.9M 0.01%
615,042
-31,292
772
$13.9M 0.01%
165,754
-24,967
773
$13.9M 0.01%
501,619
+57,345
774
$13.8M 0.01%
1,952,912
+1,162,760
775
$13.8M 0.01%
203,963
+43,237
29 30
31
32 33