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
776
$13.8M 0.01%
294,896
+6,962
777
$13.7M 0.01%
44,249
+43,861
778
$13.7M 0.01%
167,093
+1,400
779
$13.6M 0.01%
467,913
+78,020
780
$13.6M 0.01%
330,185
+51,066
781
$13.6M 0.01%
174,188
+6,449
782
$13.5M 0.01%
426,839
-31,503
783
$13.4M 0.01%
1,380,891
+60,631
784
$13.4M 0.01%
489,798
+274,909
785
$13.4M 0.01%
256,791
+14,589
786
$13.4M 0.01%
287,032
-22,185
787
$13.3M 0.01%
688,577
+576,414
788
$13.2M 0.01%
301,546
-10,430
789
$13.1M 0.01%
157,057
-21,011
790
$13M 0.01%
1,396,747
+89,605
791
$13M 0.01%
769,100
+15,888
792
$13M 0.01%
165,231
-631
793
$12.9M 0.01%
255,296
+62,790
794
$12.9M 0.01%
208,748
-25,600
795
$12.9M 0.01%
272,663
+13,914
796
$12.9M 0.01%
174,003
-72,718
797
$12.8M 0.01%
239,646
-126,886
798
$12.8M 0.01%
123,652
-22,255
799
$12.8M 0.01%
717,935
+362,106
800
$12.8M 0.01%
517,847
+69,260
30 31
32
33 34