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
1251
$5.88M 0.01%
171,604
+117,756
1252
$5.87M 0.01%
203,354
+22,350
1253
$5.86M 0.01%
475,916
+82,544
1254
$5.86M 0.01%
108,028
+26,761
1255
$5.86M 0.01%
371,247
+46,281
1256
$5.84M 0.01%
98,206
-1,149
1257
$5.82M 0.01%
107,026
-9,432
1258
$5.82M 0.01%
575,032
+152,256
1259
$5.81M 0.01%
125,525
-77,882
1260
$5.81M 0.01%
134,754
-115,306
1261
$5.81M 0.01%
337,480
+58,462
1262
$5.79M 0.01%
245,445
+86,006
1263
$5.79M 0.01%
481,261
-25,439
1264
$5.78M 0.01%
105,836
+30,605
1265
$5.78M 0.01%
129,737
-129,374
1266
$5.77M 0.01%
327,695
-54,476
1267
$5.77M 0.01%
192,798
-36,875
1268
$5.77M 0.01%
212,773
-136,651
1269
$5.76M 0.01%
177,219
+36,082
1270
$5.75M 0.01%
1,057,620
+32,377
1271
$5.74M 0.01%
79,844
+13,514
1272
$5.74M 0.01%
227,276
+15,711
1273
$5.74M 0.01%
469,492
-85,441
1274
$5.72M 0.01%
14,293,720
-17,134,960
1275
$5.7M 0.01%
146,828
+16,375
49 50
51
52 53