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
1051
$8.18M 0.01%
198,487
-17,082
1052
$8.17M 0.01%
157,131
-26,734
1053
$8.16M 0.01%
892,338
+198,878
1054
$8.15M 0.01%
437,045
+34,560
1055
$8.11M 0.01%
290,657
+83,037
1056
$8.09M 0.01%
89,023
+10,927
1057
$8.06M 0.01%
467,191
+61,130
1058
$8.05M 0.01%
164,674
-3,239
1059
$8.02M 0.01%
456,008
-4,273
1060
$8M 0.01%
103,504
+26,556
1061
$7.99M 0.01%
116,693
+31,930
1062
$7.98M 0.01%
204,878
-29,135
1063
$7.97M 0.01%
114,125
+14,725
1064
$7.96M 0.01%
345,138
-88,472
1065
$7.95M 0.01%
2,991
+2,820
1066
$7.95M 0.01%
277,388
-42,544
1067
$7.94M 0.01%
294,384
-50,634
1068
$7.92M 0.01%
546,579
+156,930
1069
$7.92M 0.01%
1,334,864
-63,056
1070
$7.91M 0.01%
145,351
+26,834
1071
$7.88M 0.01%
40,165
+2,838
1072
$7.84M 0.01%
292,156
+13,760
1073
$7.84M 0.01%
262,713
-114,570
1074
$7.82M 0.01%
602,530
+38,980
1075
$7.81M 0.01%
523,296
+67,206
41 42
43
44 45