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
976
$9.15M 0.01%
111,549
+34,086
977
$9.15M 0.01%
4,484,856
-956,682
978
$9.15M 0.01%
411,472
+81,022
979
$9.08M 0.01%
187,237
+18,594
980
$9.07M 0.01%
578,956
+115,233
981
$9.05M 0.01%
313,869
-9,875
982
$9.02M 0.01%
551,819
+16,798
983
$9.02M 0.01%
761,660
+447,960
984
$9.01M 0.01%
777,287
-153,619
985
$9.01M 0.01%
207,270
+18,414
986
$8.99M 0.01%
271,272
+45,536
987
$8.93M 0.01%
181,493
-86,662
988
$8.92M 0.01%
202,797
-50,408
989
$8.92M 0.01%
131,094
+8,844
990
$8.91M 0.01%
130,414
+17,242
991
$8.88M 0.01%
139,514
+2,172
992
$8.88M 0.01%
631,437
+94,813
993
$8.88M 0.01%
186,995
+28,785
994
$8.85M 0.01%
155,834
+77,551
995
$8.85M 0.01%
485,921
-79,627
996
$8.85M 0.01%
198,246
+22,242
997
$8.84M 0.01%
217,172
+23,118
998
$8.83M 0.01%
169,877
+90,969
999
$8.81M 0.01%
826,550
-52,450
1000
$8.81M 0.01%
197,570
-25,421
38 39
40
41 42