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
1326
$5.32M 0.01%
115,913
+59,471
1327
$5.31M 0.01%
109,067
-12,908
1328
$5.31M 0.01%
161,512
+66,084
1329
$5.3M 0.01%
49,109
-7,682
1330
$5.28M ﹤0.01%
62,046
+519
1331
$5.27M ﹤0.01%
253,472
+3,431
1332
$5.26M ﹤0.01%
73,839
+10,868
1333
$5.26M ﹤0.01%
65,068
+15,086
1334
$5.26M ﹤0.01%
262,967
-149,193
1335
$5.26M ﹤0.01%
65,785
+12,523
1336
$5.22M ﹤0.01%
98,714
-12,303
1337
$5.21M ﹤0.01%
177,578
+2,103
1338
$5.2M ﹤0.01%
96,951
+377
1339
$5.19M ﹤0.01%
222,034
-225,636
1340
$5.19M ﹤0.01%
69,848
+11,812
1341
$5.18M ﹤0.01%
8,930
+515
1342
$5.17M ﹤0.01%
168,702
-28,135
1343
$5.16M ﹤0.01%
235,501
-17,853
1344
$5.16M ﹤0.01%
485,492
+132,970
1345
$5.16M ﹤0.01%
87,065
+50,317
1346
$5.15M ﹤0.01%
122,846
+1,058
1347
$5.14M ﹤0.01%
59,911
+40,448
1348
$5.14M ﹤0.01%
139,910
+7,914
1349
$5.14M ﹤0.01%
158,429
+108,385
1350
$5.13M ﹤0.01%
223,345
+23,925
52 53
54
55 56