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
1276
$5.69M 0.01%
285,987
-108
1277
$5.68M 0.01%
488,125
+121,804
1278
$5.67M 0.01%
76,775
-42,300
1279
$5.65M 0.01%
197,099
-1,454
1280
$5.64M 0.01%
86,550
-615
1281
$5.63M 0.01%
112,382
+12,470
1282
$5.6M 0.01%
273,182
-18,761
1283
$5.6M 0.01%
49,484
+1,827
1284
$5.59M 0.01%
119,294
+12,350
1285
$5.59M 0.01%
358,596
-50,582
1286
$5.59M 0.01%
653,092
-13,926
1287
$5.58M 0.01%
142,358
-8,004
1288
$5.58M 0.01%
88,444
+24,765
1289
$5.58M 0.01%
325,317
-6,651
1290
$5.57M 0.01%
168,774
+31,186
1291
$5.57M 0.01%
300,469
+154,611
1292
$5.56M 0.01%
300
+75
1293
$5.56M 0.01%
35,663
+7,366
1294
$5.55M 0.01%
86,001
-41,417
1295
$5.54M 0.01%
140,724
+36,441
1296
$5.51M 0.01%
132,811
-28,619
1297
$5.51M 0.01%
171,231
+93,394
1298
$5.51M 0.01%
45,542
+44
1299
$5.5M 0.01%
136,944
-4,950
1300
$5.5M 0.01%
369,985
+179,162
50 51
52
53 54