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
926
$9.87M 0.01%
1,091,781
-149,392
927
$9.86M 0.01%
285,025
+4,239
928
$9.86M 0.01%
471,017
+105,240
929
$9.84M 0.01%
187,362
+120,312
930
$9.82M 0.01%
167,811
-78,234
931
$9.81M 0.01%
162,206
+57,960
932
$9.8M 0.01%
187,179
-2,259
933
$9.77M 0.01%
822,232
-110,496
934
$9.76M 0.01%
17,760
+7,183
935
$9.65M 0.01%
585,424
+105,875
936
$9.65M 0.01%
161,233
+106,865
937
$9.65M 0.01%
474,297
+332,056
938
$9.64M 0.01%
544,590
+105,192
939
$9.64M 0.01%
194,516
+45,249
940
$9.64M 0.01%
399,675
-122,071
941
$9.63M 0.01%
114,566
+18,806
942
$9.63M 0.01%
223,221
+45,814
943
$9.61M 0.01%
179,784
-40,730
944
$9.6M 0.01%
116,911
-46,262
945
$9.6M 0.01%
281,440
+13,832
946
$9.59M 0.01%
406,541
+26,072
947
$9.59M 0.01%
488,606
+143,617
948
$9.56M 0.01%
7,932
-166
949
$9.52M 0.01%
317,598
+80,821
950
$9.49M 0.01%
106,248
+2,651
36 37
38
39 40