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
1151
$6.86M 0.01%
241,534
+15,929
1152
$6.85M 0.01%
237,483
+21,135
1153
$6.83M 0.01%
75,548
+696
1154
$6.83M 0.01%
544,168
-84,080
1155
$6.81M 0.01%
192,801
+21,245
1156
$6.8M 0.01%
258,323
+8,683
1157
$6.8M 0.01%
722,047
+57,352
1158
$6.79M 0.01%
460,644
+174,180
1159
$6.79M 0.01%
206,744
+7,872
1160
$6.79M 0.01%
91,163
+38,876
1161
$6.77M 0.01%
596,948
-3,564
1162
$6.77M 0.01%
460,638
+43,339
1163
$6.77M 0.01%
1,271,811
+211,999
1164
$6.73M 0.01%
476,645
-20,491
1165
$6.69M 0.01%
+105,055
1166
$6.66M 0.01%
176,762
-36,586
1167
$6.66M 0.01%
725,292
+137,813
1168
$6.66M 0.01%
634,086
-154,688
1169
$6.65M 0.01%
215,412
+97,980
1170
$6.61M 0.01%
95,184
+35,812
1171
$6.61M 0.01%
23,389
-13,691
1172
$6.59M 0.01%
78,795
+10,073
1173
$6.59M 0.01%
923,955
-145,303
1174
$6.59M 0.01%
76,609
+22,395
1175
$6.58M 0.01%
294,876
+15,665
45 46
47
48 49