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
951
$9.48M 0.01%
107,078
-10,855
952
$9.46M 0.01%
138,909
-33,258
953
$9.45M 0.01%
101,140
+5,100
954
$9.43M 0.01%
345,523
-108,026
955
$9.43M 0.01%
70,378
-18,348
956
$9.37M 0.01%
623,068
-63,334
957
$9.36M 0.01%
135,119
-16,869
958
$9.36M 0.01%
90,604
+3,095
959
$9.33M 0.01%
198,834
-13,378
960
$9.3M 0.01%
240,880
-29,720
961
$9.3M 0.01%
471,250
+20,609
962
$9.29M 0.01%
354,605
+55,847
963
$9.28M 0.01%
183,725
+991
964
$9.27M 0.01%
39,401
-1,939
965
$9.27M 0.01%
275,504
-2,448
966
$9.24M 0.01%
207,769
+20,883
967
$9.24M 0.01%
268,194
+64,124
968
$9.21M 0.01%
462,060
-13,175
969
$9.21M 0.01%
516,275
+26,919
970
$9.2M 0.01%
129,203
+28,395
971
$9.19M 0.01%
280,493
+83,590
972
$9.19M 0.01%
279,098
+61,824
973
$9.19M 0.01%
350,298
+22,211
974
$9.17M 0.01%
369,571
-30,278
975
$9.16M 0.01%
369,726
-29,588
37 38
39
40 41