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
1126
$7.17M 0.01%
357,293
-37,647
1127
$7.14M 0.01%
257,257
+110,374
1128
$7.13M 0.01%
165,658
+3,002
1129
$7.12M 0.01%
553,022
-2,990
1130
$7.12M 0.01%
60,728
-91,358
1131
$7.12M 0.01%
75,697
-8,519
1132
$7.1M 0.01%
152,720
-12,027
1133
$7.09M 0.01%
505,875
+304,256
1134
$7.05M 0.01%
222,793
+22,114
1135
$7.03M 0.01%
136,940
+35,252
1136
$7.02M 0.01%
815,164
+45,636
1137
$7.02M 0.01%
135,453
+43,171
1138
$6.99M 0.01%
164,271
+2,817
1139
$6.99M 0.01%
80,193
+11,853
1140
$6.98M 0.01%
311,634
+68,698
1141
$6.97M 0.01%
548,793
+395,505
1142
$6.96M 0.01%
54,669
+13,910
1143
$6.94M 0.01%
109,680
-367
1144
$6.94M 0.01%
28,589
-32,440
1145
$6.93M 0.01%
121,930
+32,471
1146
$6.93M 0.01%
288,485
+128,076
1147
$6.92M 0.01%
194,282
-49,505
1148
$6.9M 0.01%
198,451
+24,673
1149
$6.9M 0.01%
446,152
+17,804
1150
$6.9M 0.01%
139,470
-13,300
44 45
46
47 48