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
901
$10.3M 0.01%
87,097
+19,405
902
$10.2M 0.01%
639,344
+83,590
903
$10.2M 0.01%
597,645
-38,798
904
$10.2M 0.01%
105,962
+32,320
905
$10.2M 0.01%
783,449
-57,603
906
$10.2M 0.01%
215,711
+15,263
907
$10.2M 0.01%
306,309
+28,865
908
$10.1M 0.01%
222,416
+66,990
909
$10.1M 0.01%
274,053
-21,925
910
$10.1M 0.01%
184,084
-41,441
911
$10.1M 0.01%
195,060
+26,493
912
$10.1M 0.01%
397,394
-28,098
913
$10.1M 0.01%
1,237,537
+215,728
914
$10.1M 0.01%
162,393
+27,865
915
$10M 0.01%
166,169
+78,381
916
$10M 0.01%
242,396
+123,586
917
$10M 0.01%
556,801
-235,895
918
$10M 0.01%
398,553
+53,086
919
$9.98M 0.01%
742,431
-420,310
920
$9.97M 0.01%
206,663
+58,898
921
$9.95M 0.01%
127,715
+10,306
922
$9.92M 0.01%
1,467,593
+948,118
923
$9.91M 0.01%
385,656
+42,230
924
$9.91M 0.01%
90,481
+18,260
925
$9.87M 0.01%
720,955
+178,640
35 36
37
38 39