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
1351
$5.13M ﹤0.01%
626,594
+15,966
1352
$5.13M ﹤0.01%
75,600
+15,661
1353
$5.13M ﹤0.01%
152,701
+2,292
1354
$5.12M ﹤0.01%
176,343
+62,038
1355
$5.12M ﹤0.01%
44,569
-619
1356
$5.12M ﹤0.01%
263,779
+2,928
1357
$5.11M ﹤0.01%
154,869
-430,269
1358
$5.11M ﹤0.01%
300,822
+19,441
1359
$5.07M ﹤0.01%
311,115
+19,147
1360
$5.07M ﹤0.01%
206,931
-29,822
1361
$5.06M ﹤0.01%
411,996
+28,719
1362
$5.06M ﹤0.01%
101,890
-54,174
1363
$5.05M ﹤0.01%
203,772
+98,338
1364
$5.05M ﹤0.01%
89,419
-104,980
1365
$5.04M ﹤0.01%
128,162
-198,178
1366
$5.04M ﹤0.01%
830,610
+413,374
1367
$5.04M ﹤0.01%
860,477
-11,909
1368
$5.04M ﹤0.01%
350,876
+32,584
1369
$5.03M ﹤0.01%
95,506
-11,217
1370
$5.03M ﹤0.01%
137,798
+14,395
1371
$5.03M ﹤0.01%
70,538
-27,811
1372
$5.03M ﹤0.01%
245,375
+52,644
1373
$5.02M ﹤0.01%
333,377
-30,672
1374
$5.02M ﹤0.01%
632,271
+39,400
1375
$5.01M ﹤0.01%
194,194
+26,720
53 54
55
56 57