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
801
$12.8M 0.01%
46,097
+10,378
802
$12.7M 0.01%
705,754
-100,152
803
$12.7M 0.01%
624,597
-8,475
804
$12.7M 0.01%
450,406
+41,335
805
$12.7M 0.01%
257,626
+56,531
806
$12.7M 0.01%
316,376
-699,552
807
$12.7M 0.01%
400,877
+31,049
808
$12.6M 0.01%
659,123
-176,250
809
$12.6M 0.01%
341,206
+148,305
810
$12.6M 0.01%
+1,717,003
811
$12.6M 0.01%
650,265
+118,268
812
$12.6M 0.01%
370,431
+11,068
813
$12.5M 0.01%
151,370
-2,700
814
$12.5M 0.01%
303,836
-112,088
815
$12.4M 0.01%
89,994
+19,420
816
$12.3M 0.01%
501,760
+34,805
817
$12.3M 0.01%
202,600
-185,275
818
$12.3M 0.01%
885,030
+63,456
819
$12.3M 0.01%
304,185
-5,209
820
$12.2M 0.01%
966,927
+337,083
821
$12.2M 0.01%
156,392
-13,405
822
$12.2M 0.01%
359,189
+17,034
823
$12.2M 0.01%
1,011,079
+12,878
824
$12.1M 0.01%
1,485,437
+882,780
825
$12.1M 0.01%
242,462
+16,265
31 32
33
34 35