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
1076
$7.81M 0.01%
435,689
+76,228
1077
$7.78M 0.01%
338,888
+27,813
1078
$7.77M 0.01%
152,333
-15,799
1079
$7.76M 0.01%
309,440
+28,150
1080
$7.76M 0.01%
200,500
+192,783
1081
$7.72M 0.01%
94,864
+50,112
1082
$7.71M 0.01%
312,248
+47,303
1083
$7.7M 0.01%
368,779
+289,830
1084
$7.68M 0.01%
220,031
-20,106
1085
$7.67M 0.01%
260,133
-603,499
1086
$7.64M 0.01%
187,899
-36,335
1087
$7.64M 0.01%
328,944
+146,093
1088
$7.61M 0.01%
55,944
+8,012
1089
$7.61M 0.01%
219,027
+6,648
1090
$7.59M 0.01%
128,176
+5,736
1091
$7.58M 0.01%
643,896
+192,229
1092
$7.58M 0.01%
249,988
+114,731
1093
$7.58M 0.01%
101,888
-6,356
1094
$7.56M 0.01%
244,002
+64,068
1095
$7.56M 0.01%
245,369
+59,822
1096
$7.54M 0.01%
589,378
+32,282
1097
$7.52M 0.01%
325,223
+312,167
1098
$7.48M 0.01%
390,997
-23,734
1099
$7.48M 0.01%
434,389
-6,241
1100
$7.48M 0.01%
63,302
+1,224
42 43
44
45 46