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 8.14%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$11.4M 0.01%
406,575
-78,450
852
$11.4M 0.01%
252,603
+104,464
853
$11.4M 0.01%
307,174
+13,481
854
$11.4M 0.01%
546,754
-64,452
855
$11.3M 0.01%
158,717
+2,754
856
$11.3M 0.01%
350,516
-21,552
857
$11.3M 0.01%
197,896
+329
858
$11.3M 0.01%
111,448
-3,790
859
$11.3M 0.01%
371,755
+109,260
860
$11.2M 0.01%
1,080,066
+99,311
861
$11.2M 0.01%
285,505
+242,958
862
$11.2M 0.01%
282,981
+37,742
863
$11.1M 0.01%
212,847
-134,936
864
$11.1M 0.01%
183,069
+71,343
865
$11.1M 0.01%
612,061
+371,244
866
$11.1M 0.01%
202,968
-193,862
867
$11.1M 0.01%
267,118
+33,112
868
$11.1M 0.01%
626,171
-79,265
869
$11.1M 0.01%
259,551
+26,568
870
$11.1M 0.01%
203,197
+962
871
$11.1M 0.01%
148,691
-5,855
872
$11M 0.01%
423,863
+240,588
873
$11M 0.01%
261,930
+35,145
874
$10.9M 0.01%
1,328,875
+135,367
875
$10.9M 0.01%
214,127
+208,872
33 34
35
36 37