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
1176
$6.58M 0.01%
161,680
+127,632
1177
$6.58M 0.01%
65,510
-2,567
1178
$6.57M 0.01%
169,028
-31,956
1179
$6.55M 0.01%
70,595
+20,584
1180
$6.55M 0.01%
154,794
+104,730
1181
$6.52M 0.01%
378,387
-168,547
1182
$6.51M 0.01%
119,238
-33,964
1183
$6.51M 0.01%
30,023
+8,248
1184
$6.5M 0.01%
55,829
-16,099
1185
$6.49M 0.01%
541,103
-62,918
1186
$6.49M 0.01%
249,424
-99,289
1187
$6.48M 0.01%
874,381
+131,774
1188
$6.44M 0.01%
58,290
+3,229
1189
$6.43M 0.01%
241,254
+135,298
1190
$6.43M 0.01%
305,804
+63,085
1191
$6.43M 0.01%
199,660
+63,198
1192
$6.43M 0.01%
372,121
+165,192
1193
$6.4M 0.01%
143,140
+19,444
1194
$6.39M 0.01%
185,016
+59,492
1195
$6.38M 0.01%
104,877
+15,944
1196
$6.38M 0.01%
96,163
+47,546
1197
$6.37M 0.01%
331,593
+213,170
1198
$6.37M 0.01%
242,526
+38,560
1199
$6.36M 0.01%
153,675
-13,609
1200
$6.33M 0.01%
114,716
+36,382
46 47
48
49 50